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How to become a leading, digitally-enabled Wealth Manager

 

The Challenge

Our client was on a mission to become a leading advice-focused, digitally enabled Wealth Manager in the UK. The objective was to expand the target market by prioritising and accelerating the digital agenda to meet the new generations’ demand and increased digital expectations. Key strategic priorities included developing a client-centric online experience, served and connected anytime, anywhere; increasing advisor efficiency with more client face-time and increase share-of-wallet; building a scalable and flexible platform for sustainable long-term growth.

The goal was to fast-forward pursuing digital innovation and maintain your leadership over time to:

  • Boost digital penetration
  • Improve advisor capacity
  • Attract more clients
  • Increase revenues

The Objectway Solution

To address these challenges, our client leveraged the open and scalable Objectway WealthTech Suite.

The three phases process started by deploying the Portfolio Management component to serve advisors with insights, relevant and actionable information to respond to client preferences with a personalised advisory service. The following phase focused on empowering clients to access investment information through an omnichannel digital experience platform, along with a holistic support of Client Lifecycle Management & Onboarding includingongoing service delivery with suitability reviews, periodic and ad-hoc events.

 

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