Hyper personalised customer experience at speed and scale for the smart adviser

Transformed the traditionally paper-intensive, highly manual workflow of a financial adviser by delivering the Connected Adviser Platform. The product has built-in intelligent CRM and actionable client insights, intuitive digital onboarding of customers, automated investment profile generation, AI-enabled advice, and automated client reports for advisers at a Top 100 Financial Adviser firm.


Benefits Delivered

Powerful, self-serve product and growth analytics to help you convert, engage, and retain more users. Trusted by over 4,000 startups.


Increase in client engagements


Reduction in client profiling time


Rise in administrator capacity