Technology-savvy millennial investors are increasingly expecting a digital experience at every touch point 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 touch points 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 the investors. It enhances an investor’s experience using NLP chatbot for query resolution.
Digital Factsheet: Data centric digital experience