Digital Experience

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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