CLIENT: LEADING WEALTH MANAGEMENT COMPANY IN INDIA
PROJECT GOALS: TAKE FINANCIAL PLANNING AND PURCHASE OF FINANCIAL INSTRUMENTS MOBILE FOR YOUNGER WEALTH CLIENTS CAUSING DISRUPTIVE GROWTH.
- Revamped the existing website into a marketing portal that explains the entire value proposition to customers.
- Strong content integration to drive user engagement
- Integrated payment gateway for customers to pay for subscription of financial planning services
- Studied and developed the entire financial planning module on the cloud to enable customers to access the services virtually
- Intricately understood the business to drive complex processes including risk assessment, asset allocation and MF instrument portfolio creation
- Integrated APIs to stock exchanges to enable real time seamless transaction processing
- Portfolio review module created with real time price calculations
- Real time chat with Financial advisor for follow ups and advisory
CLIENT TESTIMONIAL: “THOUGHT AGILE’s consulting based approach helped us take our business mobile and significantly expand our market size accelerating growth”.