Financial Services 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.

Custom front-office digital platforms for large financial services firms. Enhance advice distribution with branded video conferencing, remote ID verification, payment gateways, and CRM integration—all tailored to your business needs.

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.

We can help to:

You have in-house or controlled advice teams           

Arm your advice professionals with the tech they need to interact professionally with clients.

Equip financial advisers with professional technology to enhance client interactions and service delivery.
Effectively oversee and manage digital distribution while mitigating associated risks.

Oversee and manage digital distribution (and mitigate associated risks).

Integrate with your existing systems (e.g. CRM, investment platform) to support straight-through-processing.

Seamlessly integrate the platform with your existing systems for enhanced efficiency.

Delight end clients with feature-rich, personal, branded, private portals.

Enhance client satisfaction with feature-rich, personalised, branded, and secure portals.

Innovate and customise the platform for your strategy.

Tailor and innovate your platform to align with your strategic goals.

You distribute through a 3rd-party network of advisers

Enhance accessibility by customising the platform to showcase your products and services to advisers and their clients.

Customise the platform to make your products and services more accessible to advisers and their clients.

Provide a digital platform to your 3rd=party distribution network.

Empower your third-party distribution network with a tailored digital platform for seamless engagement and service delivery.

Level up your adviser network’s digital capability, to establish and/or strengthen your relationship with them.

Enhance your adviser network’s digital capabilities to build and strengthen your relationships.

Integrate the platform with your existing systems.

Seamlessly integrate with your existing systems, such as CRM and investment platforms, to enable straight-through processing.

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.

Digital Wealth solutions integrates with Signpass ID verification
Digital Wealth Solutions works in partnership with St James's Place Asia
Digital Wealth Solutions integrates with ID verification iAM Smart

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.

Discovery

Collaboratively identify and deliver new features, such as KYC integrations, to enhance client onboarding and adapt to evolving business priorities.

  • 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.

  • 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

Image representing the process of shaping potential solutions, focusing on designing robust, well-structured, and fitting technology for the advice process, with prototypes being developed during this phase.

Development

Once solutions are broadly agreed and proven to be technically viable, we follow an agile delivery approach to refine the features.

Image depicting the agile delivery approach used to refine features of solutions once they are technically viable and broadly agreed upon.

We carry out both technical and user testing of all new features. Our clients often get involved in user testing.

Testing

Image illustrating the process of technical and user testing for new features, with clients actively participating in the user testing phase.

  • 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.

Deployment

Image showing the deployment of new features to a client’s dedicated Digital Wealth Solutions platform, followed by feedback solicitation to refine and identify new features, with the process continuing.

Discover the success stories of financial advice firms empowered by Digital Wealth Solutions

Image of a testimonial highlighting how Digital Wealth Solutions transformed a financial advisory productivity, expanding reach to clients in new regions, and improving business operations and profitability, with an emphasis on the platform's user-fr

“Before using Digital Wealth Solutions, I believed financial advice had to be face-to-face to build trust and engagement. But with Digital Wealth Solutions, we've become significantly more productive, seeing more clients per day and even expanding our reach to clients in Scotland and the Isle of Wight—areas we’d never considered before. The platform is intuitive, easy for both our team and clients to use, and has dramatically improved our business operations and profitability.”

See how our partners showcase the impact of our advice-technology on their lives below.