Building the Wealth Manager of Tomorrow.
Your practice and your industry are in a constant state of transformation and evolution, driven largely by technology. But, technology can also provide solutions to grow your book of business.
The ultimate value proposition you offer your clients is you. Your time, your expertise and your oversight. Free yourself up to spend time on what matters most – growing your clients’ wealth.
Traditional value propositions are eroding.
Differentiation is Difficult
Product and service offerings are being commoditized. Disruptive, self-service technology-based solutions are taking market share.
Quality & Performance
Increased comparison shopping online has lowered barriers to departure. Heightened client demands, especially for technology from younger demographics, has put pressure on innovation.
Fees & Margins
Increased visibility of fees and competition from low cost / no cost competitive services has created challenges in protecting the bottom line.
Connecting with customers has never been more difficult.
Acquisition & Retention
Client acquisition costs are at an all-time high across most marketing channels. Retention rates are low as banking relationships become less personal and more digital.
Customers are Dispersed
Clients’ relationships are widely disbursed across institutions putting your relationship under constant threat of direct competition. You want to increase share of wallet and reach within households while uncovering cross-sell and upsell opportunities.
The Market is Loud & Crowded
You need to find a way to cut through the noise and interact with clients on a personal level. You want to improve the quality and increase the frequency of client interactions.
Collaborating with customers is costly, cumbersome & inefficient.
Client Collaboration is Broken
Collaboration is spread across multiple channels, technologies and organizational silos. Secure email is cumbersome to use for file transfer and document sharing. You need to improve banker and advisor productivity.
Digitization & Digital Adoption
Communicating with customers, from account openings to statement delivery, is costly and paper-heavy. Digital adoption of online tools and portals needs to be increased across the client base. Client on-boarding is disjointed and slow.
Secure Information Management
Document assembly and aggregation is tedious. Increased risk from cyberthreats and increased liability from compliance and fiduciary obligations are driving costs and ongoing concerns.
A WealthTech Solution Custom Built for You.
Providing a unique, useful and personalized client experience is increasingly outstripping other value propositions, although it is difficult to execute, manage, scale and support. It requires technology.
Consumers want to feel taken care of but empowered. They want to access and manage critical information anytime, anywhere. Consumers want and need a digital vault.
A Digital Vault Platform can be integrated within your existing client experience or as a standalone destination. You can choose to offer it as a value-add or as a paid service.
Trusted by Trusted Organizations
We are proud to work with innovative organizations and institutions from financial services to academia and beyond.
Become the Digital Hub in your Clients’ Lives.
Provide Unique & Unparalleled Value
Clients can quickly and easily centralize, organize and manage all their key documents in one place with convenient anytime, anywhere access. Clients enjoy peace of mind knowing that their vital assets are accounted for and organized for life.
Drive Acquisition & Retention
The Digital Vault Platform deepens and extends client relationships as the digital hub in clients’ lives as an incredibly sticky and engaging tool for individuals and families.
Unlock New Revenue Streams
The Digital Vault Platform can generate new revenue streams as a paid service or it can yield cross-sell and up-sell opportunities throughout the other parts of your organization.
Collaborate Securely & Efficiently
Securely deliver documents to clients allowing them to collaborate with you and their networks of Trusted Advisors.