To meet the growing expectations of High Net Worth (HNW) customers, and keep them delighted, financial institutions need to continuously evolve and stay on top of technologies that improve efficiency. This challenge for consistent, continuous performance excellence is compounded if the systems that support the organization are obsolete and in need of a serious upgrade. Faced with these challenges, a top investment company with global interests partnered with Coforge to improve the responsive web application framework that acts as a multi-channel platform. We rendered a friendly user experience, better performing application, improved user productivity, and a more up-to-date user experience with an overall reduction in ongoing platform maintenance cost to the client.
A financial services company, the client is a global provider of investment processing, investment management, and investment operations solutions. The company provides products and services to institutions, private banks, investment advisors, investment managers, and private clients.
The client was looking to establish a categorized view of wealth data retrieved from the general ledger system. It wanted to help HNW clients to analyze, track, and manage their wealth. With the existing system becoming redundant and unable to support the expanding technology infrastructure, it was critical for business to upgrade the existing client website for HNW clients.
The core challenges the new application needed to partially or fully address, included:
Based on our proven experience in the Banking and Financial Services sector, the client partnered with Coforge to create a comprehensive, future-ready website that catered to HNW clients.