24/7 Client Portal accessibility is a must for Asset and Wealth Managers, to fit seamlessly into their clients' lives.
Key points
- Your Portal should fit into your clients' lives, engaging them at multiple touchpoints and catering for different needs
- Many clients check their account market value frequently, going deeper into performance numbers every few days
- Less frequently, they may drill into their exposure to countries or sectors, and look at transactions or fees at an annual basis
- Invessed is designed to across these different touchpoints, with a clean interface that lets users feel in control
Accessibility for customers, any time, any place, should be a feature of all client portal solutions. A client portal needs to fit seamlessly into your customers’ lives, giving them access to the financial data they need whenever they want it.
We’re just a generation of time-poor individuals, juggling work and life, with the boundary becoming increasingly blurred, particularly as a result of the pandemic. A recent poll found that 54% of UK adults wished there was more time in the day, with people stating that they needed, on average, an extra 3 hours every day to get things done. This highlights the need for client portals to be accessible and fully functional at all times.
The client portal needs to fit seamlessly into your customers’ lives, giving them access to their financial data whenever they want it
However, accessibility needs to go beyond that. Depending on how familiar a client is with a portal - whether they are new to the business and therefore still in the process of learning how to navigate the system, or are a long term customer who knows exactly what they need to do to find the data they need - the customer experience needs to be seamless and positive at all times.
A clean interface, like the client portal solution we provide, allows users to easily navigate the platform and access the information that they really need, whenever it’s convenient to them.
What kind of data is accessed, and when?
From our experience, many clients check their account market value frequently, going deeper into performance numbers every few days. Less frequently, they may drill into their exposure to countries or sectors, and look at transactions or fees on an annual basis. A client portal needs to do all this, and more, simply and effectively.
Whether your clients want to quickly check their account market value on the commute, carry out a review of their performance figures with a coffee at the weekend, or engage in a comprehensive quarterly review session, it’s important to have a client portal that fits into your clients’ lives and caters for their differing needs.
Get in touch with Invessed if you’d like to find out more.
