0
+
Built to accommodate 5+ user types
0
%
Of investors find the ability to access real-time data in a portal to be valuable
*What institutional investors want -Survey report May 2024
0
%+
Increase in customer satisfaction ratings year on year
*based on actual scenario
The challenge
With changing demographics and evolving client expectations, traditional reporting solutions no longer meet the demands of the asset manager’s clients. As customer satisfaction scores drop, it is clear that disruptive action is needed to set them apart.
Our solution
A client portal with access to real-time data is the most valuable way to deliver secure and customisable content to users, eliminating the need to wait for month-end financial reports while providing a single space for client reports.
The purpose of a portal is to provide personalised portfolio data and investment management services to transform and enhance the client experience. Therefore the portal should accommodate a range of requirements for various user roles, multiple authentication strategies, that could include SSO integration with the firm’s identity and access management (IAM) solution.
The mission is ambitious: To digitise client reporting and seamlessly integrate the portal with various downstream systems.
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The implementation process
The journey begins with a deep dive into understanding the needs of the end-user. Through meticulous research and collaboration, distinct user roles are identified, each with their own unique requirements and preferences. Armed with this knowledge, we design an intuitive user experience that caters to the diverse needs of the various end user types.
The design phase follows a templated process focused on user needs with customisable elements for flexibility that ensures a seamless and immersive experience. But it’s not just about aesthetics – functionality is paramount. Real-time data delivery, thought leadership content, and advanced security features are all integral components of the final product.
As we move into the development phase, collaboration remains the cornerstone of success. Regular meetings and open communication allow Kurtosys to iterate quickly, incorporating feedback and overcoming any challenges along the way.
Fast forward to go live, the result is a portal that exceeds the expectations of the end-user. The client reporting process is more flexible, customisable and efficient.
Deep dive & research
Begin by thoroughly researching and understanding the needs of the end-users.
Crafting intuitive design
Design a seamless and immersive user experience that caters to diverse needs.
Building & iterating
Enter the development phase with a focus on collaboration.
Going live & exceeding expectations
Launch the portal, delivering a product that is flexible, customisable, and efficient.
Success
metrics
Operational efficiency
Improved operational efficiency – manual processes have been replaced with automated solutions.
Client delight
Delight your clients – ease of access to their investment data and the wealth of insights at their fingertips.
24/7 accessibility
Available 24/7 – On-demand, accurate, and up-to-date data.
Flexible customisation
Flexibility and customisation – accommodate different user roles.
Enhanced satisfaction
Improve client satisfaction and engagement, with a scalable future-ready solution.
Thought leadership
Deliver targeted thought leadership alongside client data.
The outcome
A market-leading client portal with real-time updates and enhanced communication.
Client satisfaction scores improve due to a more seamless experience for informed investment decisions.
0
+
Built to accommodate 5+ user types
0
%
Of investors find the ability to access real-time data in a portal to be valuable
*What institutional investors want -Survey report May 2024
0
%+
Increase in customer satisfaction ratings year on year
*based on actual scenario
Why portals are an important element of the customer experience
It’s more than a reporting tool – it offers a centralised hub of information at your clients’ fingertips. Portals simplify decision-making by providing real-time updates and enhanced communication. Regulatory compliance is streamlined with automated steps and secure data integration.
•Seamless login experience
•Personalised reports, tools & dashboards
•Customisable
•Access to real-time data
Take the first step
Get a demo