October 31, 2020

Create disruptive engagement for High Net Worth clients

1 min read

Sentry Investments

blue_down_arrow CHALLENGE

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.

pink_down_arrow SOLUTION

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].

green_down_arrow RESULTS

Highly intuitive tool that supported complex modelling.

Connected to CRM for strategic re-engagements.