Tightened client follow-up
No more blind spots on the portfolio. Client management is precise, fact-based, current.
WEALTH MANAGEMENT
360-degree client view
for wealth-management advisors
A major wealth-management actor wanted to equip its advisors and give its managers a real-time view of the portfolio. The outcome: a single platform integrated with the existing information system, saving time for some and giving visibility to others.
The challenge
Centralise client information to drive the relationship and commercial performance day to day, on the advisor side as well as on the manager side.
What we built
A platform driven daily.
- UX consistent with the brand. Intuitive journey, design aligned with the visual identity. Users find their way from the first session.
- Commercial steering for managers. Task assignment, performance tracking, sales/advisory coordination in a single interface.
- 360-degree view of client potential. KPIs and interaction history per client. Advisors target opportunities, not noise.
- End-to-end development with IS integration. Interface and server delivered in full, real-time synchronisation with the existing IS.
What changes
Aligned teams
Sales and advice coordinated. Managers steer, advisors execute, without friction.
Conversion rate up
Effort is concentrated on the right clients at the right time. Conversion follows.
Single source of truth
Real-time IS integration. One authoritative record for client data.
Summary
A well-designed steering tool transforms the client relationship in wealth management. Centralised access, controlled follow-up, coordinated teams: commercial performance and customer satisfaction follow.