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.

Features

Benefits Delivered

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

2x

Increase in client engagements

70%

Reduction in client profiling time

5x

Rise in administrator capacity