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Improving Investor’s Digital Experience

Technology-savvy millennial investors are increasingly expecting a digital experience at every touch point from investment managers. Investors want to do business on their own terms. They require quick and helpful resolution of any query. They also like to be informed timely about the market conditions to be able to prepare for the change. It is important for wealth management firms to adapt their service offerings to the changing demands of clients by simplifying touch points and creating intuitive and emotionally empathetic user experiences.

NIIT Technologies’ Digital Factsheet is a solution that provides real-time and interactive fund information and comparison. It reviews and publishes data across multiple channels highlighting investment alternatives to the investors. It enhances an investor’s experience using NLP chatbot for query resolution.

Digital Factsheet: Data centric digital experience

Benefits
  • Availability of real-time digital information on-the-fly, including daily prices
  • On demand fund performance comparison with benchmarks, peers and category averages
  • Social media analytics on sentiments for sector and stocks held
  • Ability to customize investor’s investment strategy and capture interest on suggested funds meeting the allocation criteria
  • Enhanced customer experience using interactive chatbot for immediate query resolution in a natural language
  • Ability to highlight the investment alternatives to customers and capture their interests

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