Digital Experience

A must-have for any future-ready wealth firm

The Value

Our philosophy is clear: digital experiences must amplify the value of your people and services, not replace them. Our process starts with an understanding of your unique client values; incorporates the reality that when it comes to digital experience, you are competing with every experience your client has with every company they interact with; and ends with a fully-integrated, tested and deployed digital experience that your prospects and clients will find exceptional.

Featured Projects

Drive Profitability Through Your Digital Client Experience

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.

Audit Your Digital Client Experience

Opportunity

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.

You Built It; They Didn't Come—Strengthen Your User Adoption

Opportunity

A mid-sized RIA focused on innovation found that they needed a new way to drive adoption of their new digital client portal and they asked us for solutions.  

How We Solved It 

We developed training and communications programs as well as provided guidance on best practices. To find the right match for their users, we evaluated potential digital adoption tools, video options and knowledge base solutions. Finally, we defined metrics to measure their success and showed them how to use the data to drive adoption and results.  

Value Delivered

With a focus on the client experience as an extension of the in-person experience with the advisor, the RIA increased adoption and exceeded their clients’ digital expectations which strengthened their advisor-client relationships.

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Contact us to design your digital client journey.