Digital Experience

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

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

• 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