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Wealth Management

Activate your business, captivate your customers.

Your high-value clients are always on the move, so they want mobility, flexibility, choice and multi-language information. For wealth management firms, customer experience (CX) is the new battleground.

But most are struggling to make meaningful progress because they lack the proper infrastructure to support a CX strategy that spans the entire business. Legacy technology, departmental silos and changing regulations add additional layers of complexity and hinder progress.

Quadient’s® comprehensive portfolio of best-in-breed technologies helps wealth management organizations bring together and activate the entire business in the name of better customer experience.

The Quadient Platform at a glance

QUADIENT INSPIRE (CCM)

Consistent omni-channel communications

Output and compliance Management

Business user empowerment

CCM platform consolidation

QUADIENT INSPIRE

Customer Communications
Management (CCM)

QUADIENT INSPIRE
(CCM)

QUADIENT DIGITAL ADVANTAGE SUITE

HTML5 Communications

Mobile and web delivery

Create digital documents

Digitized processes

Digital transformation

QUADIENT DIGITAL
ADVANTAGE SUITE

QUADIENT CUSTOMER JOURNEY MAPPING

End-to-end journey mapping

Real-time collaboration

CX visibility across silos

On-going CX enhancement

QUADIENT CUSTOMER
JOURNEY MAPPING

Speed digital transformation

Most established wealth management firms have a complex infrastructure of mission-critical legacy IT technology. This problem is often compounded by multiple legacy systems remaining from previous acquisitions, and home-grown systems.

Quadient’s portfolio of technology integrates with your existing legacy IT systems and offers flexible implementation options including on premise, hybrid and cloud solutions for a variety of users and business requirements. Leverage existing templates, archived content, and data from your core systems to create highly personalized, timely and accurate communications across all channels.

Whether you are simply moving from print to e-delivery, or looking to explore more sophisticated channels like mobile or wearables, Quadient technology scales with you as you grow, regardless of your maturity level.

Wealth Management: From Tradition to Transformation

From Tradition to Transformation
in Wealth Management

Overcoming 4 Critical CX Challenges

DOWNLOAD THE WHITE PAPER

One platform, unlimited channels

Many organizations have separate tools, teams and third parties dedicated to designing and creating content for mobile, web, email and print communications. This results in duplication of efforts, inconsistency and compliance risk.

Our industry-leading CCM solution, Inspire, enables you to create timely, contextual, personalized and accurate communications for all channels from one intuitive interface. This eliminates the need for multiple siloed teams, reduces risk and ensures a seamless customer experience.

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Empower business users, reduce silos

Reduce strain on IT and meet consumer demands by empowering business users to make simple content changes quickly and easily. With Inspire, business users are given access to pre-defined content blocks through a web browser. Administrators specify which templates may be accessed by whom and what changes may be made to ensure brand consistency and compliance as you support your valuable clients.

Quadient Inspire’s synchronized omni-channel preview then enables managerial staff to review the output in every format (mobile, tablet, web etc.) for fast approval.

Increase agility, reduce risk

Reduce compliance risk and improve efficiency by enabling compliance, legal and line-of business teams to collaborate throughout the communications creation process.

With Inspire, compliance personnel manage, track, audit, and approve regulatory language quickly and easily. Changes are made in one location and applied everywhere you choose, and content blocks are locked down to safeguard regulatory language where required.

"Integrating compliance into innovation: taking control over customer communications"

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Elevate your customer experience, increase market share

Your demanding clients see every delay or discrepancy as a reason to lose trust in you. Quadient helps you communicate with clients with speed, accuracy, and personalization.

Digital on-boarding

Make on-boarding quick and convenient with digital forms that are pre-populated with your customers’ data.

Dynamic communications

Add dynamic elements to investment reports, portfolio information, and welcome kits to make it simple for your customers to explore important information with interactive charts, graphs, and sliders. Increase customer engagement and contract completion with mobile push notifications and eSignature integrations.

Up-sell, cross-sell

Leverage customer data to position upsell and cross-sell promotions tailored to their unique needs.

“Quadient has made it possible for Bank of Montreal customers to open an account on their smartphones in under 8 minutes.”

Read the full case study

Explore new channels, stay on-brand

Our omni-channel design tool enables you to experiment with new delivery channels such as wearables and other connected devices with little effort or risk. Control brand messaging and consistency across all channels from a single platform. Easily see your entire collection of communications side by side, to ensure cross-channel consistency.

"Omni-channel vs. Multi-channel vs. Cross-channel communications"

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Take action to improve the customer journey

Quadient® Customer Journey Mapping is the only cloud-based journey mapping tool that incorporates digital and physical touchpoints into your journey maps. Customer experience teams easily share feedback with business users directly through the tool, so improvements are made in real-time.

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Step up your mobile game

For many organizations, personalized mobile and web content is extremely costly to develop and maintain, as it is often done manually.

Quadient’s® digital experience solutions help you create responsive, interactive, regulatory compliant and highly individualized mobile and web experiences quickly and easily from one intuitive interface, reducing strain on IT and lowering costs.

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37% of enterprises face a skill shortage when it comes to mobile application development.

62% of IT managers report a large app development backlog, with some having more than 10 apps waiting to be developed.

Source: Outsystems. The State of Application Development, 2017.

Inspire fulfilled our document composition requirements. It has enabled us to meet the expectations of our clients with its flexibility and modular interface.

Source:
David Hamilton-Brown, Chief Information Officer, IFDS
Quadient software is the perfect solution for allowing employees and customers to update, complete, and correct their own personal data.

Source:
Hans Fleuren, Principal Product Manager Customer Data Quality, ING
As always, Inspire and Digital Advantage Suite place significant R&D into their products. Each release reveals new opportunities!

Source:
Dave Schuller, IT Director, Venture Solutions
The dynamic electronic account statement designed by Inspire is beautiful and informative. Account statements are a bridge between us and our customers. Precision marketing through automatic push advertising enables us to provide customers with relevant product information. Interactive coordination helps us to make whole-process preview a reality, which is really constructive for improving the internal communication and working efficiency of Fubon Bank.

Source:
Ms. Ye Lifang, Director of Personal Finance Department, Fubon Bank