Personalisation and automation at scale

How an investor portal can transform client satisfaction.

A European asset management firm ensures a more seamless client experience through digital innovation that includes the creation of a groundbreaking investor portal with personalised roles for investors, consultants and prospects.

Portal Use Case 1
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Five distinct user journeys, personalised to user roles

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Find the ability to access near real-time data in a portal to be valuable

*What institutional investors want -Survey report May 2024
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Increase in customer NPS ratings year on year

*based on actual scenario
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The challenge

With changing demographics and evolving investor expectations, our client saw that their traditional reporting solution no longer met the full spectrum of demand from their clients. Focused on creating differentiation around investor experience and improving client NPS, disruptive action was required.

Kapital AM Mock Document Hub
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Our solution

A client portal with access to near 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.  

Trusted worldwide by 110+ clients including

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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. Near 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.  
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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

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Operational efficiency

Improved operational efficiency – manual processes have been replaced with automated solutions.

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Client delight

Delight your clients – ease of access to their investment data and the wealth of insights at their fingertips.

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24/7 accessibility

Available 24/7 – On-demand, accurate, and up-to-date data.

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Flexible customisation

Flexibility and customisation – accommodate different user roles.

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Enhanced satisfaction
Improve client satisfaction and engagement, with a scalable future-ready solution.
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Thought leadership
Deliver targeted thought leadership alongside client data.
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The outcome

A market-leading client portal with near real-time updates and enhanced communication.

Client satisfaction scores improve due to a more seamless experience for informed investment decisions.
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Five distinct user journeys, personalised to user roles

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Find the ability to access near real-time data in a portal to be valuable.

*What institutional investors want -Survey report May 2024
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Increase in customer NPS 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 near 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 near real-time data

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Take the first step

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