Opportunity
We recently helped a large RIA focused on the UHNW market that wanted to create its own unique digital client experience from the ground up by building its own custom client portal.
How We Solved It
With our extensive experience in digital, we know how digital platform vendors rank in critical categories, their strengths and shortfalls, and what emerging technology is on the horizon. Our support provided this RIA with insightful guidance on the current industry innovations as well as a comparison of the ways similar firms are applying the latest tools within their own practices so that they could make informed decisions on their best course of action.
Value Delivered
As a result, the RIA created a truly unique portal providing features and functionality not seen in off the shelf tools. The new digital tools enhanced the client experience to give the firm a competitive edge.
Reimagine your digital client experience. Contact us to design your digital client journey.
