Overview
The control of investable assets is shifting to Millennials and GenX, compelling wealth management firms to simplify the client touch points and building in intuitive, easy-to-use features to provide seamless, omni-channel customer experience.
We partner with you in this transition to the digital world and help you provide emotionally empathetic experiences. Our solutions help you address:
- Customer loyalty
- Retention and repurchase intentions
- Brand awareness and advocacy
- App-stickiness and customer engagement
- Operational efficiency
Key Features
Service areas
Portal development services
- Evaluation of current portal
- Site and content architecture
- Portal application architecture
- Portal governance
- Portal implementation, development, and maintenance
Mobile App development services
- Native Development (iOS/Android/Windows)
- Hybrid Development (PhoneGap, Ionic)
- Cross-Platform App Development (Xamarin, React Native)
- Instrumentation and Analytics
Wearables and emerging services
- Natural Language Interactions
- Apple/Android Watches
- Augmented Reality, Google Glass Enterprise Edition
- Omni-channel interactions
- Samsung Gear VR, MS Hololens
Key Benefits
- Improved Customer Experience and Better customer satisfaction by providing information, choice and control over any service
- Active Customer Management with unified and common process across the services
- Simplification of client touch points, easy-to-use features and omni-channel portfolio management capabilities
- Provides interactive client dashboards
- Create a central system of record of all customer data and onboarding information
- Intelligent system that can initiate workflows based on triggers defined by business
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