We’re quite glad to be mentioned by Gartner in their recent report Enhance the Collaboration Experience in Client-Facing Technology to Improve Digital Empathy (December 2018).

Empathy resonates well here with our attitude to provide a complete and compelling digital journey for the client in every solution we create. Because we never overlooked the opportunity to provide digital technology that helps both the client and the advisor.

Collaboration is the key

According to Gartner, “When wealth firms progress toward digital transformation, they must concentrate on eliminating today’s pain points while positioning for tomorrow’s promise. One area of focus, and perhaps one of the most pressing from both a line-of-business requirement as well as a technology challenge, is the need to enhance collaboration features in today’s client-facing technologies while preparing to eventually integrate them into wider offerings of client-supporting tools.”

Various researches indeed show that clients of any net worth value, High Net Worth included, positively wish to be able to manage their investment and data by themselves, at a certain extent; they also want to interact with an advisor either physically and online; finally, they want to be able to collaborate online, especially with mobile devices.

No surprise that such a sentiment is stronger when talking to Generation Z and millennials; while baby boomers still prefer to arrange things by a phone call.

Digital to the Core

In this context, Gartner see us as a core wealth-technology vendor. Our mobile apps could be chosen by wealth firms willing to bring more digital empathy at the table, to follow the demand from clients and offer them self-management and collaboration tools in line with their expectations.

We will continue to develop innovative software solutions with the best technology and user experience, to help wealth management firms to successfully execute their digital transformation and take their services offering to the next level. Thanks to an improved digital empathy.

 

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.