Improving Investor’s Digital Experience


Technology-savvy millennial investors are increasingly expecting a digital experience at every touchpoint from investment managers. Investors want to do business on their own terms. They require quick and helpful resolution of any query. They also like to be informed timely about the market conditions to be able to prepare for the change. It is important for wealth management firms to adapt their service offerings to the changing demands of clients by simplifying touchpoints and creating intuitive and emotionally empathetic user experiences.

Coforge’ Digital Factsheet is a solution that provides real-time and interactive fund information and comparison. It reviews and publishes data across multiple channels highlighting investment alternatives to investors. It enhances an investor’s experience using an NLP chatbot for query resolution.

Digital Factsheet: Data-centric digital experience

Benefits
  • Availability of real-time digital information on-the-fly, including daily prices
  • On-demand fund performance comparison with benchmarks, peers, and category averages
  • Social media analytics on sentiments for sector and stocks held
  • Ability to customize investor’s investment strategy and capture interest on suggested funds meeting the allocation criteria
  • Enhanced customer experience using an interactive chatbot for immediate query resolution in a natural language
  • Ability to highlight the investment alternatives to customers and capture their interests
 
 
Get in Touch
Americas+
Americas & Canada
Coforge Inc.

New Jersey

502 Carnegie Center Drive
Suite #301
Princeton, NJ 08540
Ph: 770-290-6113

Europe+
Europe
Coforge UK Ltd.

2nd Floor, 47 Mark Lane,
London - EC3R 7QQ, U.K.
Ph: 770-290-6113
Fax: +44 (0) 20 70020701

Asia+
Asia
Coforge Ltd.

SEZ Developer Unit

Plot No. TZ-2 & 2A, Sector Tech Zone,
Greater Noida, UP 201308, India
Ph: +91 (120) 459 2300
Fax: +91 (120) 459 2301

Rest of the World+
Rest of the World
Coforge Ltd.

SEZ Developer Unit

Plot No. TZ-2 & 2A, Sector Tech Zone,
Greater Noida, UP 201308, India
Ph: +91 (120) 459 2300
Fax: +91 (120) 459 2301

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