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close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
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close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a full download of the vendor profile, the solution profile and all survey response information uploaded by the vendor in connection with their VendorMatch directory listing. Note that the directory listing requires only check box responses where the RFX response is more comprehensive.
To learn more about subscribing to our service options, please contact us here
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
Product/Service details
SOLUTION OR SERVICE TYPE