A Leading Wealth Management Firm Offers New Mobile Access and Plan Benefits

A Large US Investment & Wealth Management Firm.

Business challenges

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.

EPM Workshop

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.

Business Results

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


Customer Satisfaction with the Delivered Solution

EndPoint Modeling projects are contractually guaranteed to be delivered on-spec, on-time, and on-budget.