Agile Delivery for a Digital Wealth Management Solution
The client
Digital Wealth Solutions brings financial advisers into the present. Founded in 2017, it sits in a young fintech category its people call AdviceTech, and describes what it builds as the digital front office for a financial adviser.
Its founders came from the sector and understood that advice firms were largely stuck in the twentieth century and needed innovation systemically.
The challengeWhat the teams actually needed
How does an advice firm digitise without losing what makes its client service personal? In a sector where trust is everything and compliance is not optional, the human part cannot simply be removed.
Challenge 01Caught between two extremes
Advice firms sat between fully automated robo-advice on one side and human advisers with no proper digital tools on the other.
Challenge 02Trust as the product
Personal trust is the thing being sold, so any digital layer has to strengthen it rather than stand in front of it.
Challenge 03Security and compliance
Both are decisive factors in this sector rather than boxes to be ticked afterwards.
What we did
A digital front office for financial advisers
Fintech has spread across financial services, but advice companies have generally lagged. This product exists to close that gap without automating the adviser out of the relationship.
Digitised, not replaced
The tooling digitises a firm’s proposition while the essence of its personal client service stays intact.
AdviceTech
The company is part of a pioneering new area of fintech aimed specifically at advice rather than at investment products.
Sector experience first
Before founding the company in 2017, the founders worked out how best to innovate here, from deep sector experience and technical understanding.
Brought up to date
The result brings financial advisers into the twenty-first century with tools their firms had been going without.
Client testimonial
Over the time of working with Netguru, we gained confidence that we're partnering with an organization that's there for the long term and can grow with us as we grow.
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What’s next