Personalisation and automation at scale
How an investor portal can transform client satisfaction.
A European asset management firm ensures a more seamless client experience through digital innovation that includes the creation of a groundbreaking investor portal with personalised roles for investors, consultants and prospects.
Five distinct user journeys, personalised to user roles
Increase in customer NPS ratings year on year
The challenge
With changing demographics and evolving investor expectations, our client saw that their traditional reporting solution no longer met the full spectrum of demand from their clients. Focused on creating differentiation around investor experience and improving client NPS, disruptive action was required.
Our solution
Trusted worldwide by 110+ clients including
The implementation process
Deep dive & research
Begin by thoroughly researching and understanding the needs of the end-users.
Crafting intuitive design
Design a seamless and immersive user experience that caters to diverse needs.
Building & iterating
Enter the development phase with a focus on collaboration.
Going live & exceeding expectations
Launch the portal, delivering a product that is flexible, customisable, and efficient.
Success
metrics
Improved operational efficiency – manual processes have been replaced with automated solutions.
Delight your clients – ease of access to their investment data and the wealth of insights at their fingertips.
Available 24/7 – On-demand, accurate, and up-to-date data.
Flexibility and customisation – accommodate different user roles.
The outcome
Five distinct user journeys, personalised to user roles
Find the ability to access real-time data in a portal to be valuable.
Increase in customer NPS ratings year on year
Why portals are an important element of the customer experience
•Seamless login experience
•Personalised reports, tools & dashboards
•Customisable
•Access to real-time data
Take the first step
Get a demo