Case Study

Creating disruptive engagement for High Net Worth clients



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.