The mobile app that brings
in Wealth Management
is a brand new Wealth Management mobile app which serves the needs of both existing and new generation of customers with adaptive UX.
· It enables the customers to understand the composition of their portfolio and how it changed over the past.
· It creates a never before seen seamless communication platform between the customer and the financial advisor.
· It allows customers to review their portfolio and easy invest within a few taps.
· It has an emphasis on the education of the customers with the help of the gamification elements and the education marketplace toolkit.
The entire financial sector, the world of investments is going through the biggest transformation of recent decades.
Client expectations are changing drastically and users demand the same user experience from their investment providers as they do in their everyday life from the likes of Spotify, Booking and Amazon. In our white paper, Dorsum’s experts provide an outlook on how wealth managers can take up the gauntlet in the fight for the affluent clients over the coming 5-10 years.
WHY WE THINK THAT THIS
PRODUCT IS THE BEST FOR YOU?
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How Today’s Innovations Should
Infiltrate Your Investment App?
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