U.K.-based wealth management firm, LGT Vestra, has selected Swiss-headquartered digital banking software provider, CREALOGIX, to develop new mobile capabilities to enhance the digital experience for their high-net-worth clients, reports Henry Vilar of Fintech Futures (Finovate’s sister publication).
LGT Vestra offers investment management and wealth planning services and, as at April 2019, manages over £12.7 billion in assets.
The firm is adding new mobile functionality to enhance digital services for their high-net-worth clients. The app will enable LGT Vestra clients to easily access their account and portfolio information, providing an efficient digital experience which will enhance client engagement.
Ben Snee, CEO of LGT Vestra, said: “Developing new digital and mobile capabilities with Crealogix will increase accessibility and efficiencies, which will benefit our client experience.”
David Joyce, senior vice president of CREALOGIX UK, said: “A well-designed digital wealth management platform increases engagement, trust, and loyalty among private clients, while leveraging the capabilities of the firm’s investment and advisory expertise.”
Founded in 1996, CREALOGIX demonstrated its TimeWarp application at FinovateEurope earlier this year. The company took home a Best of Show award for its user-friendly, self-service financial planing and insights solution.