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.

SOLUTION:

  • 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”.