Needed a digital technology partner to help realize an ambitious goal to create a completely new advisor support technology platform to engage High Net Worth clients.
Innovative financial math model.
Tight timelines (9 Months).
Hard to communicate, hard to implement in a scalable manner.
Multiple stakeholders needed to be fully engaged in conversation [Sales, Product Operations, Marketing, Compliance, Technology].
Highly intuitive tool that supported complex modelling.
Connected to CRM for strategic re-engagements.