Enterprise Content Management, CRM and Cloud solutions for ambitious financial brands.
Engage investors with beautifully designed, multi-channel websites and portals. Remain compliant with investor profiling and bank-level security. Pre-integrated with CRMs and data providers, you can dramatically reduce time-to-value.
Asset and fund managers
You can’t change fund performance. But you can change the customer experience. Asset Management marketing professionals face turbulent markets and tricky compliance rules. Deliver engaging cross-channel digital experiences, and investors will stick with you through thick and thin.
“No wasted effort, real-time prioritisation and an end product that’s absolutely fit-for-purpose." Giles Poole, Head of Digital Publishing, FE Fundinfo
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Your team of investment technology experts
- Multiple success stories in Asset and Wealth Management
- Engage a team of Cloud and digital technology experts
- Full-service agile projects, including discovery, creative and delivery
- Active account management, support and maintenance SLA
Secure access, by design
Protect your clients’ investment data with a fully tested security framework, ensured by Microsoft’s Cloud.
- Full authentication suite, including account management and bulk on-boarding
- Further protection via multi-factor authentication and Web Application Firewall
- Track record of successful penetration tests at application and infrastructure level
- Leverage Microsoft’s $1bn annual spend on security on the Azure Cloud
Beautiful, personalised experiences
- A comprehensive suite of interactive charting for performance and data visualisations
- Service touchpoints, including reports and valuations, document libraries and messaging
- Support global operations with localised content for investor profile, language and region
Analytics and intelligence
Optimise platforms and understand investor behaviour with built-in Analytics and customer profiling tools.
- Track behaviour through the customer lifecycle and across channels
- Visualise journeys and uncover patterns on your secure Dashboard
- Drive engagement with smart segmentation and personalisation tools
