Client background
Generational wealth is transferring to digital-native clients who expect a superior customer experience. Is your firm ready to deliver it?
Our client is a financial advisory firm operating across the United States, offering wealth management, pension services, and more.
The challenge
The firm needed a solution that would:
- Optimize internal processes
- Migrate all operational flow and client data into a single space
- Increase customer engagement
All while delivering an exceptional user experience.
The solution
SoftServe identified leading trends across the financial advisory industry, focusing on two areas most in need of improvement: internal workflow efficiency and the digital client experience.
The result is CAI, a solution that combines cloud infrastructure with conversational AI to unlock digital engagement and deliver a more interactive, flexible client journey.
Value delivered
CAI makes wealth management easier for firms and their clients:
- Improved workflow efficiency. CAI organizes existing and incoming client information, so documents are structured and stored, and client data is never lost or mishandled.
- More time for qualified leads. CAI intercepts non-relevant and non-qualified leads, freeing wealth managers to spend more time with viable prospects.
- Higher client satisfaction. Human-centric chat handles onboarding, consultation, data collection, and simple guidance or connects clients instantly with a human advisor when that's what they prefer.
- A bridge to digital-native generations. CAI meets younger clients where they already are, using the digital tools that are part of daily life for Gen Y and Gen Z.
Forward-thinking wealth managers can put CAI to work as:
- The first point of contact for incoming client communication
- Administrative support for operational tasks
- Time saved on account maintenance, data management, and planning calls
Let's talk about how CAI can help you serve the next generation of wealth management clients and deliver exceptional engagement through the power of AI.
