Delivering Great Client Experiences in Unsettling Times
Contemi Solutions won three awards at the 2021 WealthTech Asia Awards, hosted by WealthBriefing.
Tom Burroughes, Group Editor at WealthBriefing Asia, talks to Gaurav Mehta, Executive Director- Global Head of Sales at Contemi, about Contemi’s hat trick win, award-winning qualities and how it intends to remain on the front foot.
What has particularly marked you out for success in this category?
In the last year, more than ever, when investors needed timely access to information and, and wealth managers needed integrated and real-time information, analytics and digital communication tools to service their clients in the remote working environment, Contemi’s Client Portal and Onboarding helped advisors seamlessly onboard new clients, enhance client relationships and better manage their practices.
In response to the challenges that wealth managers and financial advisors faced whilst trying to effectively communicate with their clients during the COVID-19 lockdown, Contemi quickly designed and launched a Lite version of existing Client Portal, a light touch, secure communication channel for smallest organisations to better communicate with their customers.
One of Contemi’s clients more than doubled its number of investors using our Client Portal which placed so much emphasis on omnichannel, intuitive user experience and on customization for clients and advisors.
With restricted travel and in-person meetings, implementing our digital onboarding and client communication tools proved to be quick wins for our clients’ long-term digital strategy.
What sets you apart from your peers this year?
Digital customer communication and engagement dominated the agendas of wealth management firms over the last one year and we remained committed to ensure that firms have access to the tools to meet their agendas.
What we hear from our customers is that our solutions provided them considerable assistance to during a time that experienced high volumes of activity.
What are you going to do to stay on the front foot in a fast-growing but also challenging region such as this?
At Contemi, we are committed to make the wealth management journey seamless for everyone involved, and our Wealth Intelligence (WIN) suite makes it possible with its front, middle and back-office tools.
We will continue to innovate our solutions, with a key focus on empowering Investment Managers to take informative decisions, and RM’s to deliver a truly omnichannel personalised customer experience, with our award-winning analytics, client portal and reporting, portfolio management and client lifecycle management solutions.
In Asia, we have a presence in Singapore, Malaysia, Hong Kong, Indonesia, Vietnam, India and this is growing. We have significantly extended our team this year to focus on increasing market share within the region.
We are investing heavily into R&D across our solutions portfolio to ensure client needs are met in an ever-changing marketplace. These awards are testament to our focus on continually developing our solutions to meet and exceed client and market requirements.
What are the prospects for wealth management in the future bearing in mind a new social and economic environment ahead?
The changing social and economic landscape requires wealth management firms to take a unified approach to transformation, including reinventing the customer experience, reimagining data flow across the organization, and integrating technology into investment decision-making and product capabilities. The ability to forge trust and create hyper-personalised customer experiences at scale will be new key core competency, where cloud and AI enabled solutions will play a huge role.
What do you hope will be the result of receiving this accolade? How does it help your business in this region?
Winning the Best Client Communication and Onboarding solutions award in the region, endorses the excellence that we are achieving in this area as a leading technology solutions partner to the financial services industry. As well as it is certainly a strong encouragement for us to know we are heading in the right direction in a highly competitive market.
We hope it will help us highlight the relevance of the digital onboarding and client communication, and help wealth management firms, in their evaluation, that seek to work with a trusted partner for their technology needs. In a virtual world, trust is more than ever the key component of doing business in our space.
Published by ClearView Financial Media in ACCLAIM I Wealth Briefing Asia. Download the full ACCLAIM Publication here.
To learn more about Contemi products, get in touch here or drop us an email at info@contemi.com
