Can we upgrade our Client’s Experience?
Technology moves at an ever-increasing pace, especially in Wealth Management. An outdated Client Portal based on static information is not just a hindrance but a real liability. No wonder modernising client experience is front-on-mind for many companies.
However, a true upgrade needs planning and a methodical approach. Costs need to be managed, and security considerations need to be factored in at every step. How can a scaling organisation like Bowmore upgrade its Client Portal and minimise risk?
The devil in the detail
Collecting data from Custodians is never without challenges. Managing diverse sources and formats requires experience and solid technical skills.
All organisations are different, and the Client Portal must reflect that. The platform needs to be flexible enough to scale with the needs of the business.
User adoption is key. An intuitive sign-up process and clearly sign-posted investment reporting will help clients onboard and engage with their accounts.
The Invessed team has been very helpful and professional, and client feedback has been very positive - especially around the presentation of data and ease of use.
Jonathan Webster-Smith, CIO
A Dynamic Client Experience
Data is sourced from FIS Global using secure channels. Accuracy is verified against a bespoke ruleset before being loaded for immediate use on the Client Portal.
The portal supports multiple levels of access including administration, advisors, account owners and beneficiaries, across consolidated and segregated accounts.
Our reporting suite allows clients to explore valuations and performance at consolidated and account level, risk exposure, breakdowns, holdings and transactions.
An ongoing evolution
Bowmore’s Client Portal provides a flexible and dynamic platform for future development. A number of new features and services are in development, supporting the company’s growth and ever-changing client demands.
More at bowmoream.com