Empowering Investors with Trustworthy Financial Guidance
At Fronseye, we believe in analyzing deeply and acting decisively. Our journey is rooted in the art of observation identifying gaps, optimizing processes, and crafting solutions that redefine business potential.
Empowering Investors with Trustworthy Financial Guidance
At Fronseye, we believe in analyzing deeply and acting decisively. Our journey is rooted in the art of observation identifying gaps, optimizing processes, and crafting solutions that redefine business potential.
Empowering Investors with Trustworthy Financial Guidance
At Fronseye, we believe in analyzing deeply and acting decisively. Our journey is rooted in the art of observation identifying gaps, optimizing processes, and crafting solutions that redefine business potential.
Company
US Wealth Management Leader
Industry
Financial Services
Location
United States
Project Duration
12 Months
Technology
WordPress, React, MySQL
Executive summary
A leading US wealth management company, who is an award-winning investor advocate was bothered by 2008 financial meltdown, witnessing prudent investor losing their balances. Client was sleepless by the question on,How can an investor find a truly trustworthy financial advisor? who could have averted the investors from such a downfall and that has made my client to seek for the Solution that can serve investors to reach their strategic wealth goals.
Challenges Faced
My client reached us with challenges which was more of a dream. They were looking for a Technological transformation from the current build, which had glitches in the flow and in the algorithm. Furthermore, they had challenges
- Flaw in the advisor/investor matching algorithm
- Data management by admin was cumbersome
- Software & Server Maintenance was hectic
- Less window for Investor and Advisor collaboration
- Could not manage the overall data of which advisor is currently collaborating with the investors and the status of the deal
- Flaw in the advisor/investor matching algorithm
- No streamlined process between the investor and advisor communication
- Feedback collection system was not handled/setup properly
Our Approach & Solution
A strategic six-phase implementation process designed to address each challenge systematically.
Data Analysis & Migration
Comprehensive audit and seamless migration of data to modern infrastructure.
Revamped User Experience
Redesigned interface with intuitive navigation and modern aesthetics.
Advisor Portal Creation
Dedicated portal for advisors to manage client portfolios efficiently.
Admin Dashboard
Centralized dashboard for real-time monitoring and management.
Private Messaging System
Secure communication channel between investors and advisors.
Feedback Loop Implementation
Continuous improvement system based on user feedback and analytics.
Benefits
Data Management
Reduced Data Redundancy via WordPress Migration
Data redundancy was minimized through WordPress migration, streamlining information flow and improving system efficiency.
Security & Privacy
Privacy-First Advisor Platform
Rated above competing advisor portals for prioritizing investor privacy and secure data protection.
Financial Operations
Seamless Revenue Sharing
Enabled transparent revenue sharing between partners and clients, enhancing collaboration and trust.
Client Success
95% Investor Retention
Over 95% of investors who hired an advisor through our solution stayed long-term, reflecting satisfaction and trust.
User Feedback
Positive Verified Reviews
All investor feedback came from verified accounts, highlighting authentic and consistently positive experiences.
Security Enhancement
Two-Level Authentication Upgrade
Enhanced security through two-level authentication, ensuring a smoother and safer user experience.