About the client
With a legacy spanning more than 150 years, this asset manager has experienced exponential growth while maintaining unwavering commitment to two core priorities: innovation and customer satisfaction. To uphold these values in today's fast-growing digital environment, they needed to implement personalized digital portfolio reporting for increased customer engagement.
This is why they opted for our StoryTeller.
How did InvestSuite help?
Our expert team collaborated closely with the client to understand their specific requirements. This discovery phase informed a comprehensive action plan with clearly defined integration milestones and potential challenges identified proactively.
With strategic groundwork established, our design and front-end specialists created the visual framework, which our development team then used to execute the integration. Throughout implementation, we maintained transparent communication with the client, ensuring they are aware of the progress and securing approval for all modifications.
In present
Today, this bank has reinforced its position as a leader in the Belgian market, offering comprehensive investment reports to their clients.
