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.
We partner with Asset & Wealth Management institutions to engage customers and transform systems. Let us help you:
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.
Our application helps you better manage your clients, fund and investor information across the enterprise
Our Sales Lens accelerator is a natural extension of your CRM allowing sales teams to share current marketing collateral on-the-go
Our mobile client reporting accelerator is a tablet-based reporting tool that greatly improves efficiencies in client reporting
Best of breed functionality for institutional and intermediary sales, servicing, and marketing.
Puts relationships at the center of Broker/Dealers, Wirehouses, and RIAs