A Leading Wealth Management Firm Offers New Mobile Access and Plan Benefits
A Large US Investment & Wealth Management Firm.
The client wanted a mobile solution that would enable its clients to review their investment portfolio information, stock market benching, performance and analysis summaries, enabling them to have both informed and focused communication with their Wealth Management Advisors.
During an Endpoint Modeling Workshop, we were able to speak with the stakeholders and design a fast and secure system that allowed the firm’s clients to easily access their portfolio information and contact their advisors.
The firm experienced higher rates of satisfaction from customers and advisors when communicating on portfolio performance and strategies.
Client Satisfaction with the Delivered Solution
Advisor Satisfaction with the Delivered Solution