Case Study

Enhancing mobile functionality and delivering client experience relevancy

PureWealth

CHALLENGE

Wanted an integrated solution that would enhance the client experience, provide e-delivery of statements, and satisfy client requests for more information on their portal.

Leverage the PureWealth suite to build out their client experience and digitize elements of the client touchpoints.

SOLUTION

Our PureWealth solution delivered client experience relevancy – Mandeville’s #1 priority.

Improved the look and functionality of the client portal.

Enabled advisors to send ad hoc reporting to clients securely through their portal.

Enhanced the firm’s mobile functionality by enabling client portal login over the phone.

RESULTS

Reduced the firm’s exposure to cyber attacks as clients can log into their portal to safely access information.

Satisfied the firm’s key expansion strategy for mobile functionality

Positive client feedback on the new portal: Like the good, clean look of the page; Requesting e-delivery of more items clients want to store online – wills, insurance policies, passwords, etc.

"We view this as a long-term relationship with a partner. Everyone understands my business and sincerely wants us to be successful.”

Frank Laferriere, Director, Senior Vice President and Chief Operating Officer, Mandeville Private Client Inc.