The Challenge

A leading wealth and investment bank was faced with the challenge of their clients operating on disparate and non-integrated systems – which made it difficult to maintain and manage clients on a single consolidated view. To manage clients, complex structures and holdings had to be consolidated on regular basis. Furthermore, sales capacity was being negatively affected due to duplication of data, the manual effort involved in consolidating views, and ultimately, not meeting their customer experience objectives.


The Solution

Digiata built an integrated solution to source balances and other client information on a single view. Relationship managers were thereby enabled to communicate with and service their clients from a single, easy-to-use front-end. The system also reports on all historic balances and provides an audit trail of all captured information. A content management feature also allows the relationship manager to upload documents and attachments as part of everyday customer interactions for a better customer experience.

View Integration & Automation

Technology Used

• Stadium



The Results

Along with significant free-up of sales force capacity, the bank now also has access to more accurate and holistic client reporting and significantly improved customer service capabilities.