Our expertise
Wealth Management — Revamp target model & IT architecture for direct-to-client distribution
Use Case
Revamp target model & IT architecture for direct-to-client distribution
As part of its strategic considerations, our client was seeking for innovative solutions to develop its D2C distribution activity. The program includes multiple initiatives that have been identified as innovative and strong levers. Initiatives do include different projects among which building an online offer with a digital lead acquisition journey and a portal.
Objectives were twofold:
- To give to the organization an operational and technological capacity to acquire new customers and deliver an optimal customer experience
- To build a D2C digital platform to modernize customer experience and powered business & operations teams with CRM & PMS functionalities.
Expected benefits were to:
- Improve profile and behaviour knowledge of private clients
- Dematerialize customer journey & improve customer experience
- Innovate on wrappers & range of products / services
- Streamline operational processes and enhance operational controls
- Comply with regulatory requirements
- Increase new client onboarding