Our client, Credit Suisse Asset Management was facing a couple of challenges with their Mandates and Fund Reporting Client Portal. In order to stay relevant and competitive with other global Asset Managers a new, intuitive and real time client portal had to be designed and developed.
We created a new digital experience platform for investors and prospects of Credit Suisse Asset Management to strengthen interaction and foster the client relationship. We built an interactive client portal with access to sophisticated analytics and coded a state-of-the-art fund search with online, real-time reporting.
We know what investors - whether institutional or retail - expect from leading asset managers and will help you to meet these expectations with outstanding digital products. We are experts in digital transformation and design for asset managers and your first address in Europe for these endeavours. We can show you how to unlock the potential of new touch points and sales channels and significantly improve the experience for your clients.