Wealth Management

Management Tool for Wealth Management Advisors with Client Information Access

A major player in wealth management wanted to facilitate the management of its advisors by providing them with easy and centralized access to client information. The goal was to develop a comprehensive tool that would allow advisors to better manage their commercial interactions and optimize their performance.

Hand

Objectives

Facilitate the management of advisors by giving them access to client information.

Measures Implemented

User Journey Construction and Graphic Design

  1. Design of an intuitive user journey to facilitate access and navigation within the tool.
  2. Graphic design to ensure an attractive and user-friendly interface, aligned with the company's brand image.

Management of Commercial Operations by Managers

Implementation of features allowing managers to oversee and manage commercial operations, including task assignment, performance tracking, and coordination of sales and advisory efforts.

Tracking Client Potential

Development of features allowing advisors to track client potential, using key indicators and interaction history to better target their advisory and investment efforts.

Full Stack Development

  1. Complete development of the tool, including front-end and back-end, to guarantee optimal performance and increased reliability.
  2. Integration with the company's existing information system to synchronize data in real-time and provide a complete, up-to-date view of client information.

Results

Thanks to these initiatives, the solution enabled:

Precise and Effective Tracking

A significant improvement in the management of client information by advisors, facilitating more precise and effective tracking.

Better Coordination and Management

Better coordination of commercial operations and investment advice through the management features for managers.

Improved Conversion Rates

Optimized tracking of client potential, allowing advisors to target their advisory efforts more effectively and improve their conversion rates.

Data centralization

Seamless integration with the company's information system, ensuring real-time data updates and centralization of critical information.

Summary

This case study illustrates how a well-designed management tool can transform the management of commercial and advisory interactions for a wealth management company. By providing easy and centralized access to client information, along with optimized management and tracking features, the company was able to improve its advisors' performance, optimize its commercial operations, and increase client satisfaction.