Audit Your Digital Client Experience

The client experience is the touchstone of value wealth management firms deliver. With client expectations rapidly rising, firms need to nimbly and seamlessly pivot their digital client experience between the physical and virtual worlds. But first, they need to figure out where they are and where they are going.


When a mid-sized, rapidly growing RIA found themselves trying to create a connected client portal experience, we stepped in to help. Their goal was to move from multiple disparate portal solutions (clients had to log in to four separate client facing portals) into one unified client facing experience.

How We Solved It

Our digital client experience assessment is the start of a firm-wide digital transformation journey. We evaluate the touchpoints within the entire wealth management lifecycle to identify areas of opportunity for growth. For this project, we completed a detailed assessment of their current capabilities, a gap analysis of desired functionality, and then identified what they wanted to improve and compared to vendor solutions that met their needs to recommend a solution.

Value Delivered

By understanding their current platform and the opportunities available for optimizing the client experience and the vendor solutions to match, the RIA successfully selected a vendor that could achieve their desired outcomes.

Need help assessing your digital client experience and choosing the right vendor? Contact us to design your digital client journey.