Failing to provide the demand of an integrated digital wealth management solution, a major Latin American wealth management firm collaborated with us to find out the cause of loss, the firm was making by losing its clients. Our portfolio startups from wealth management, data analytics, cyber security and a group of mentors with expertise in finance and cyber security worked with the firm. They built an integrated platform that met the demands like automated investment advisor, portfolio management, accounts and taxation support. By implementing the solution, along with regaining the lost customers the firm was also able to target low-middle income group by bringing down the services cost through automation.
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