Case Study: Customer Experience Save at the Buzzer
Challenge: Replace a critical software platform with secure message center functionality integrated via API into a high-volume client services portal – ensuring seamless advisor support, complete access to past messages, no disruption to familiar communications – all while advancing data security compliance. Result: Delivered secure client-advisor communications for a wealth management firm serving 2M clients,
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Editorial Team
- March 6, 2020
- 1 minute
Challenge: Replace a critical software platform with secure message center functionality integrated via API into a high-volume client services portal – ensuring seamless advisor support, complete access to past messages, no disruption to familiar communications – all while advancing data security compliance.
Result: Delivered secure client-advisor communications for a wealth management firm serving 2M clients, 20k advisors. Saved $$ millions in development costs and exceeded the CX goals too.
 
