Secure, Streamlined Client Engagement

Client Overview

‍
The firm is a personal wealth advisory firm dedicated to helping clients achieve their financial goals with secure and personalized investment strategies.

Challenge

‍
The firm had a highly secure backend system managing client financial data and PII but faced challenges in securely sharing this information with clients. They needed a streamlined, secure solution to enhance client communication, data access, and scheduling while maintaining high client satisfaction and data security standards.

Solution

Implementation:
Tetra Labs developed a custom, client-facing application, seamlessly integrating with their secure backend system. This solution allowed for uninterrupted access to client data and streamlined interactions, ensuring secure and convenient client engagement.
Features Utilized
  • Visual Development: Enabled rapid prototyping and user-friendly interfaces.
  • AI-Generated Code: Facilitated smooth integration without interrupting existing backend operations.
  • Reusable Components: Ensured flexibility, allowing Round Rock Advisors to scale and add new features as needed.

Results

Quantifiable Outcomes
  • 26% Increase in CSAT Scores: Clients appreciated the convenience and security of accessing financial data and communicating directly through the app.‍
  • 520 hours of manual data entry eliminated: Financial Advisors no longer have to manually log customer data, financials and documents in their CRM.‍
  • Decrease in average customer onboarding time by 4 weeks: By centralizing and digitizing data capture and document exchange customers can now be onboarded quicker.
Qualitative Outcomes
  • Improved scheduling and communication streamlined advisor-client interactions.
  • Enhanced client trust with secure, real-time access to financial information.
  • By moving to a digital experience the ease of servicing clients outside of normal geographic constraints will become easier on clients and Round Rock

Conclusion

With Tetra Labs, the firm transformed client engagement, maintaining secure data while significantly boosting client satisfaction and operational efficiency.