Wealth Managers

Wealth Managers

Consumers are embracing online financial services, and with so much competition wealth managers and IFA networks must find new, innovative ways to engage. WealthObjects provides multichannel solutions for all client types serviced by wealth firms.
Asset Managers

Asset Managers

Today's asset manager must be closer to clients, so that their varied needs are identified and addressed. WealthObjects provides D2C and digital guidance solutions that allow firms to better attract, engage with and retain clients over the long term.
Insurance Companies

Insurance Companies

Insurance products can be complex, and firms must embrace technology to improve the customer experience. WealthObjects helps firms to bring the process of buying insurance to the online consumer in a simple and engaging manner.
Retail Banks

Retail Banks

To meet the evolving needs of large customer base, retail banks must embrace the opportunities digitalisation presents. WealthObjects helps banks to create bank-wide integrations, unlock new revenue streams with various products and engage with customers throughout their life.
Platforms & Brokerages

Platforms and Brokerages firms

Platforms and Brokerage houses face constant challenges to innovate and remain competitive. Understanding problems and evolving appropriately is key - WealthObjects works with firms to identify issues and create a technology development roadmap that works for them.
Private Banks

Private Banks and Family Offices

Modern private banks and family offices must create a distinctive customer experience and generate new operating efficiencies to service the client without compromising the touch point quality. WealthObjects combines cutting edge technology with firm's client-serving expertise to provide the solutions that best meet the needs of both digitally savvy and traditionally high touch clients.