Ignite advisor access with a transformative app
Challenge Fidelity wanted to arm its independent advisors with a powerful Compendium Mobile App. Solution A strategic Ignite (strategy) engagement with cross organizational resources and advisors identified key features/functions for the app. Established the blueprint for the mobile solution. Results With an aggressive timeline, we developed the app using an agile methodology. The app uses biometric authentication for advisor login, and provides immediate access to key client data relevant to advisors when on the road or in front of clients.
Deliver a superior client experience online and in print
Challenge Long-time user of PureFees and one of the few providing goals-based investing. Wanted to solve operational challenges, create better-looking statements and meet regulatory requirements (report TWRR, MWRR, and Trailing Commissions). Provide an enhanced client portal and goals-based statement (online and printed). Solution Implemented four PureFacts modules. New statement design helps investment counsellors/advisors easily answer client questions. All statements are uploaded at once into client and advisor portals. Clients can conveniently see all their goals on both their statements and portal. Advisors can quickly run Ad hoc reports for clients for point-in-time performance. Results Met regulatory requirements, eliminated risk and increased operational efficiency. Eliminated manually intensive and high-risk process of uploading client statements one by one. Provided greater functionality and customization options. Delivered a superior client experience through statements, ad hoc reports and portal. “Eliminating the manually intensive and high-risk process of uploading statements was a big win for us. Now it’s all done with one click of a button.” Manager, Investment Counsel Services | Manulife Private Wealth
PureFacts Powers Faster Client Statement Implementations with Azure
Challenge How to generate better-looking statements while eliminating the ever-increasing costs and time-consuming maintenance of on-premise hosting. Solution Partnered with Microsoft and leveraged Microsoft Azure to host the PureFacts Reporting solution as a cloud-based SaaS offering. Our statement solution was quick to deploy, simple to operate, and readily scalable. More cost-effective than hosting on-site and easier to maintain Results Delivered attractive, more engaging client statements and reports. Reduced the total cost of business operations while maximizing IT efficiency. Provided industry-leading levels of security, compliance, and transparency. “Our implementation was so fast and simple … plus we love the look of our new statements so much, we want to submit them for an award!” Managing Director, Desjardins Wealth Management