Our clients include small financial advice businesses who are looking for an 'interactive client portal', through to large financial services corporations who need a customisable front-office digital platform that can overhaul distribution and serve as a long-term chassis for innovation and growth.
Our client solutions
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Advice Firms
We provide our small and medium-sized advice firm clients with branded, interactive websites. Each website contains everything advice professionals need to onboard, advise and look after their clients remotely. From video conferencing, through digital signatures, to online fact finds, we are helping our advice firm clients to revolutionise how they run their businesses.
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FS Corporations
We provide our large financial services clients with custom front-office digital platforms that they use to overhaul advice distribution.
Our team, and technology partners, work closely with our corporate clients to bespoke our platform technology to our clients' business needs. From developing branded video conferencing services, through remote client identification services and payment gateways, to CRM integration, we help our clients to embrace a modern, tech-supported approach to financial advice.
Financial advice companies, advice consolidators, private banks, wealth and asset managers, insurers and investment platforms, can all avail themselves of a customisable Digital Wealth Solutions-powered platform to level up their ability to distribute over the internet.
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Discover the success stories of financial advice firms empowered by Digital Wealth Solutions
We provide small and medium-sized advice firms with branded, richly featured, interactive websites that are used to support client interactions - from onboarding, through advice, to the provision of an ongoing advice service. Advice professionals use our websites to revolutionise how they look after their clients over the internet.
Importantly, Digital Wealth Solutions-powered websites are purposely designed to sit alongside and complement the classic, face-to-face approach to financial advice. Advisers and their clients use Digital Wealth Solutions-powered website to ensure that clients are appropriately advised and looked after wherever they are.
See the benefits of Digital Wealth Solutions for your business below;
Our proposition to advice firms
Level up your online client proposition to make it more becoming of your traditional, in-person client service.
Impress clients and prospects with a custom, branded site and professional client experience that are appropriate for a post-Covid world.
LOOK THE PART ONLINE
Advise and service clients both in person and using technology
Support busy clients in requesting advice whenever and wherever they wish
Meet more clients more frequently than ever before possible
Acquire new clients using technology that complements face-to-face advice
PRODUCTIVITY AND RETENTION
Reduce unnecessary travel time by optionally interacting with clients online.
Reduce paper-related inefficiencies and costs.
Option to pass on cost savings to clients through fee reductions.
Advise and service more clients without reducing service levels.
Free up adviser time to focus on high-potential cases and clients.
Target entirely new client segments with tech-supported advice (e.g. B2B, intergenerational, non-local prospects etc).
Audit trails and ‘interaction reports’ evidence key steps taken to advise and interact with clients.
Client Meeting Room sessions can optionally be recorded.
Case documentation is auto-stored online for reference.
Secure technology, with regular security tests.
REDUCE COSTS
STAY SAFE AND COMPLIANT
MAKE ADVICE MORE ACCESSIBLE
Focus on growth and operations confident that client facing digital innovation is being addressed
Deploy capital on core growth, not technology development
FOCUS
We help financial services corporations to overhaul distribution
Whether you represent a financial services cooperation with in-house or controlled advice teams (e.g. wealth manager, advice consolidator, private bank), or a corporation that is dependent on a 3rd-party network of advisers (e.g. insurer, asset manager, advice network), we believe that our platform technology and its advice features could help your business to transform how you distribute.
You have in-house or controlled advice teams
Arm your advice professionals with the tech they need to interact professionally with clients.
Delight end clients with feature-rich, personal, branded, private portals.
Oversee and manage digital distribution (and mitigate associated risks).
Innovate and customise the platform for your strategy.
Integrate with your existing systems (e.g. CRM, investment platform) to support straight-through-processing.
You distribute through a 3rd-party network of advisers
Provide a digital platform to your 3rd=party distribution network.
Level up your adviser network’s digital capability, to establish and/or strengthen your relationship with them.
Integrate the platform with your existing systems.
Customise the platform to make your products and services more accessible to advisers and their clients.
How we work with corporations
As every corporate is different, we adapt both our platform and our support services for each client.
However, in essence, we help corporations to overhaul distribution by providing them with dedicated Digital Wealth Solutions platforms and dedicated tech teams to bespoke the platform.
This approach helps each corporate client to rapidly embrace ‘hybrid’ advice, and level up their distribution - but in a manner that is specific to its business and to its existing systems and processes.
Once a platform is in place for a client, we continually bespoke the platform - in close conjunction with the client. In effect, we help the client to run a front-office innovation function. This is summarised below.
Prompted by our client’s management or advice teams, we collectively identify new features that are required or desired. For example, KYC integrations with a digital identity platform to speed up client onboarding.
Together we manage a delivery roadmap of new features, but we typically strive for agility to ensure that we are responsive to the client’s ever-changing business priorities.
DISCOVERY
We shape potential solutions. This phase ensures that solutions are technologically robust, well designed, and appropriate for the advice process.
Often we develop prototypes during this phase.
SOLUTION SHAPING
Once solutions are broadly agreed and proven to be technically viable, we follow an agile delivery approach to refine the features.
DEVELOPMENT
Once new features are ready, we deploy them to the client’s dedicated Digital Wealth Solutions platform.
We then solicit further feedback to continue to refine the deployed features, and to identify new features.
The process then continues.
We carry out both technical and user testing of all new features. Our clients often get involved in user testing.
TESTING
DEPLOYMENT
Case Study: St. James’s Place
In part as a response to the Covid pandemic, St. James’s Place approached us about providing their financial advice professionals in Asia with a dedicated Digital Wealth Solutions platform that we could together customise for the specifics of the St. James’s Place business.
Digital Wealth Solutions provided St. James’s Place with a dedicated platform, hosted in Asia, and a dedicated development team to customise the platform - over and above the set of standard advice features for advice professionals and their clients.
While we implemented various customisations, perhaps the most notable ones are integrations with both Singapore’s and Hong Kong’s digital identity platforms - Singpass and iAM Smart respectively. Both integrations are to allow for remote verification of clients’, and prospective clients’, identities; and, therefore, support St. James's Place advisers in dealing with limitations on meeting clients in person.
We continue to work with St. James’s Place to customise their Digital Wealth Solutions platform in line with their strategy, and to support their advice professionals in using the platform to onboard, advise and look after clients.
