Financial Simplicity, an Australia-based provider of customer engagement solutions to the wealth management industry, has unveiled the front-end interface of its new simplicity solution suite.
The new suite is designed to meet the demand of wealth management firms and platforms looking to improve their customer engagement experiences to attract and retain clients.
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The customer engagement suite, which is developed using integrated set of content management, CRM and customer experience technologies, will seamlessly integrate with Financial Simplicity’s breakthrough portfolio management and portfolio presentation engine.
The new suite will help organisations to design their own customer experiences to match their uniqueness, investment proposition and integration with current or new system infrastructures.
The firm said that the new simplicity solution suite will depend upon a separation of the customer engagement experience from the investment processing functions.
Stuart Holdsworth CEO of the firm said: "Increasingly we are finding that in order for wealth propositions to remain competitive and attractive to consumers, they are seeking a set of customer engagement technologies that can uniquely represent their brand, values and desired customer experience. We think that the white labelling propositions of the past are going to struggle to adapt to meet the demanding needs of their clients in a sustainable way.
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By GlobalData"Whether firms are offering propositions that interact with advisers or consumers directly, there is a growing demand for the provision of reliable, transparent information and simple interaction experiences and the answer is no longer a white label platform or vendor product offer because of the important differences in each proposition. Based on our new customer engagement suite of technologies, firms can independently develop and take control of their own customer facing experiences," Holdsworth added.
