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Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
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To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
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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