StoryTeller is a worldwide-first, omnichannel, B2B white-labelled solution for retail & private banks, wealth managers, pension funds, asset managers and other financial institutions to use portfolio reporting as an opportunity to deliver next-gen engagement and insights to their end-customers.

Using a series of proprietary algorithms and narrative storytelling techniques, StoryTeller takes portfolio holdings data and transforms it into a hyperpersonalised “story” ofthe portfolio’s performance. The reports can be delivered to end-customers in a personalised interactive web- and mobile responsive format, a video format, a podcast or a simple PDF. Financial institutions can also choose to access the underlying algorithms via APIs.

Commenting on the award Mathieu De Baets, Product Manager for StoryTeller, said: “Digital engagement with their customers is more important than ever for financial institutions, and hyperpersonalisation is the future of customer reporting. StoryTeller drives new levels of end-customer engagement, taking portfolio performance reporting into the 21st century and delivering genuine moments of delight.”

Jonathan Gane, Chief Sales Officer, added: “We are honoured to have won the award from Wealth & Finance International. StoryTeller is the perfect embodiment of our “innovation culture” at InvestSuite, with a team that operates at the intersection of markets, technology and design. We are experiencing huge interest for the solution from financial institutions all over the world.”