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


Increase in client engagements


Reduction in client profiling time


Rise in administrator capacity
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