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How we helped Estlander & Partners to build a new digital platform?
The problem: Estlander & Partners (EP) wanted to launch a digital service for their institutional clients. They were looking for an agile provider who can deliver user-friendly online services for complex investments analysis and performance tracking.
How we helped United Bankers to serve their clients better?
The problem: United Bankers (UB) was looking for a way to implement MiFID II compliant risk-profiling system for individual clients. UB wanted a solution that takes into account the complexities of risk-profiling, gets UB ready for MiFID II and brings added-value for the end-user. They wanted to deliver exclusive client experience to differentiate their service […]
Comparison of Psychological Client Profiling Tools for Financial Advisors
A critical step in financial advisory and wealth management sales process is to establish rapport with the client and educating her about investment products, risks and its relationship to emotions.
23 . January . 2018