WATERFIELD - WEALTH MANAGEMENT APP

Launching a Wealth Management platform for the upcoming era

Role - Project Lead

Industry - Finance
Year - 2020

Waterfield has been a leading multi-office and boutique advisory for ultra-high-net-worth individuals. Operating with such high stakes and accomplished names, the firm strives for nothing less than a premium experience at every customer touchpoint. Hence, with their recent evolution underway — this brand set the benchmark for a leading-edge engagement model in the realm of financial advisory.

Bridging the relationship gap in wealth management

Since Waterfield has always stayed ahead of the curve in the multi-dimensional realm of wealth management, they were quick to identify when their client engagement started suffering. As per the current practice, meaningful discussions were addressed in physical meetings but the Relationship Managers needed a better system to hold sway of the day-to-day calls regarding minute queries and real-time updates. Not to mention the valuable reports and insight resources that although provided by the firm, would overwhelm the clients to keep a track of. Worse, it cost them the luxury of their time. Creating a holistic response to these issues was a digital platform providing the breadth of advisory solutions in one place, at the client's disposal, at all times.

The Challenge

Empowering clients with clarity, access, and command over their own wealth without an additional investment of time and effort.

The Approach

A digital platform for clients, simplifying complex data that they can monitor and act upon in real-time.

Modernizing the way to understand, assess and manage wealth

We created the Waterfield App through the user's standpoint, for it to look and behave like modern tech assistance tools. One can have a quick overview of the portfolio or granular review of each detail within a few taps! The highly visual, the interactive design enables users to process and understand complex data, which helps guide informed, real-time decisions.

This open and accessible system is guarded with the highest of security and privacy standards, staying true to the brand's spirit of 'Insights with Integrity'.

Building wealth beyond money

More than just helping with wealth monitoring, the application also maintains users’ financial reports and helps them stay ahead with industry insights. These insights are strategically curated by Waterfield experts, not just to keep clients informed, but also to facilitate a more transparent communication and most importantly, to keep them aligned with their bigger, long-term goals.

Expanding upon the purpose and legacy of wealth, Waterfield also recognises the value of philanthropy, which indeed is the new status symbol. Hence, the app also doubles up as a philanthropy platform by categorically suggesting trusted NGOs as per the United Nation’s Sustainable Development Goals (SDGs).

Foster a transparent relationship, connecting back the personalized attention

But, The Waterfield App strategically uses technology to client-provider interactions silo-free and bridge the existing communication gaps. For instance, dedicated relationship managers are made accessible to recreate the personalised experience. In the end, nothing reinforces trust better than consumer queries answered and resolved instantly.

Considering an organisation like Waterfield where fostering one-on-one relationships with clients is central to the business, it is valid to assume that a digital transformation might disturb this personal accord.