Improving Investor’s Digital Experience

Technology-savvy millennial investors are increasingly expecting a digital experience at every touchpoint from investment managers. Investors want to do business on their own terms. They require quick and helpful resolution of any query. They also like to be informed timely about the market conditions to be able to prepare for the change. It is important for wealth management firms to adapt their service offerings to the changing demands of clients by simplifying touchpoints and creating intuitive and emotionally empathetic user experiences.

Coforge’ Digital Factsheet is a solution that provides real-time and interactive fund information and comparison. It reviews and publishes data across multiple channels highlighting investment alternatives to investors. It enhances an investor’s experience using an NLP chatbot for query resolution.

Digital Factsheet: Data-centric digital experience

Benefits

Availability of real-time digital information on-the-fly, including daily prices
On-demand fund performance comparison with benchmarks, peers, and category averages
Social media analytics on sentiments for sector and stocks held
Ability to customize investor’s investment strategy and capture interest on suggested funds meeting the allocation criteria
Enhanced customer experience using an interactive chatbot for immediate query resolution in a natural language
Ability to highlight the investment alternatives to customers and capture their interests