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Attracting IFAs assets
with a digital-first advice model

Leveraging a fully integrated Client Lifecycle Management solution, to increase front-office productivity, improving wealth retention strategy and focus on high value tasks to enable a significant growth.

The Challenge

Our customer wanted to become the platform of choice for UK IFAs. They could offer a complete set of investment services to IFAs, from full SIPPs and complex pension investment options, to boutique discretionary investment management services and Investment Trusts.

Just before the pandemic they decided that the only way to regain momentum on the market, was to transform their business, by introducing a set of paperless digital services to facilitate the way IFAs conduct business with them.

Key strategic priorities included:

  • Delivering a 24×7 IFA portal available anytime and anywhere, from any device
  • Providing a client onboarding portal with paperless execution of KYC, mandate selection and set-up procedures
  • Delivering a client online portal with mobile apps to access investment portfolios anytime

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