Asset Management | Wealth Management


Traditional business functions, such as marketing, on-boarding, and servicing are fundamentally transforming as new technologies emerge and customer expectations of digital engagement evolve. Competitive pressures are also forcing more automation to drive efficiency gains. Financial institutions must now come up with ways to remain relevant in a world dominated by technology, devices, and customer's insatiable need to be constantly connected.

At LiquidHub, we focus on helping our clients transform their businesses using technology. Our extensive knowledge of the asset and wealth management domain, business-centric approach to technology strategy & planning and our expertise in delivery across the full solution lifecycle has helped our clients stay competitive and innovative.

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Discover insights and thoughts about the latest in digital trends, new technologies, and innovation.

Solutions

We partner with Asset & Wealth Management institutions to engage customers and transform systems. Let us help you:

Marketing & Sales

  • Multi-channel marketing, leveraging best of new-age & traditional channels
  • Information management and data analytics for better client targeting
  • Improved lead identification, management & tracking
  • Automation in proposal generation & tracking for faster conversion
  • Mobile sales enablement of advisors for on-the-go data access

Client Onboarding

  • Enhanced onboarding experience for employee’s, clients, and advisors
  • Drove higher operational efficiency through streamlining & automation
  • Better integration with internal and external compliance, customer, custody and other data sources
  • Better identification and conversion of cross-sell opportunities during onboarding
  • Account opening and tracking using mobile devices

Servicing & Reporting

  • Improved client, advisor and employee experience in servicing & reporting
  • Optimal availability of client-advisor collaboration and self-service
  • Improved operational efficiency through process streamlining & automation
  • Integration of portfolio, relationship, planning & practice data for complete visibility
  • Multi-channel, multi-aspect client reporting and analytics

Accelerators

LiquidHub invests in developing customizable accelerators to solve your specific business problems. Our innovative features and future-proof designs produce game changing results for our clients.

Case Studies

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