Client portals within the Asset Management space have come a long way. Designed originally as simple online depositories to store, share and distribute information, they have now become a critical channel for Asset Managers to not only provide an outstanding customer experience across all of the client lifecycle, but to differentiate their organisation within the market place.
Asset Managers, like many other Financial Institutions, are under increasing pressure to provide their clients with a digital experience and self service capabilities that enable them to access information on investments, products and services on demand whenever they want it and in the format of their choosing.
The main challenge, is to create a client portal that can evolve, both in line with business needs and changing customer expectations. In this blog we explore the future of these portals and the foundations needed to ensure the delivery of an industry leading client experience.