Digital Solutions for Asset and Wealth Managers

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 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.

 

Wealth Managers

In a rapidly evolving industry, technology is a key ally for established firms. Wealth Management is changing rapidly, however technology can be your ally. Thanks to the Cloud, the technology that delivers secure, mobile experiences can be easily leveraged by established firms.

 

Hedge funds and Alternatives

Extraordinary results in client servicing and stock-picking alike. Complex financial instruments can generate extraordinary results, but are not for everyone. Client Service teams can deploy secure portals to ensure compliance and maintain proximity to their customers.

 

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 as 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

• Comprehensive suite of interactive charting for performance and data visualisations
• Service touch points, 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 patters on your secure Dashboard
• Drive engagement with smart segmentation and personalisation tools