A prominent financial firm is answering customer retirement questions faster thanks to GlowTouch. Are you thinking about a new application?

Relationship:

Since 2013

Service Provided:

Web Application Development

Industries:

Financial

A boutique financial services firm now has a custom application that intuitively recommends the best retirement income products based on a distinct set of criteria. Instead of manually running estimates on dozens of these products for each client, they’re able to provide real-time estimates.

Through a joint effort, we were able to conceptualize, develop, and launch an application that delivered tangible value to the firm and its stakeholders.

Retirement Estimates for Clients Are Now Real Time

01 The Challenge

The firm’s actuaries were manually running estimates on dozens of these products for each client, a time consuming yet valuable process.

02 The Solution

GlowTouch developed a custom application that would intuitively recommend the best retirement income products based on a distinct set of criteria.

03 The Benefit

This boutique financial services firm is able to provide real-time estimates to their clients. The finalized app operated precisely as our client expected.

01 The Challenge

Having achieved great success and a loyal customer base using this approach, the management team recognized an opportunity to capitalize on this momentum and utilize technology to streamline this all-important process. Ideally, the company wanted a technology application that could intuitively recommend the best retirement income product based on a distinct set of customer criteria, as well as support the generation of reports for formal client proposals.

02 The Solution

The finalized app operated precisely as the client expected: it used the company’s algorithms to process a client’s individual criteria and relevant data inputs to produce a ranking of product recommendations tailored to the client’s individual needs. The application then generated automated reports which could be shared with the client.

Once the application was finalized, it was formally launched by the financial services firm, and immediately put to use by its team.

Their sales team found the application immensely beneficial, allowing them to provide real-time estimates of what their customers can expect to receive in benefits based on provided inputs. The application also allows the proposal support team to automatically select the best products for customers and generate reports to quickly build personalized proposals.

More importantly, feedback from their customers regarding product recommendations and deliverables produced by the application was universally positive.

Through a joint effort, GlowTouch and this financial services firm were able to conceptualize, develop, and launch an application that delivered tangible value to company stakeholders.

Due to the incredibly successful partnership, the client has approached GlowTouch again in hopes of expanding the app’s functionality and re-deploying it on a larger scale.

03 The Results

The finalized app operated precisely as the client expected: it used the company’s algorithms to process a client’s individual criteria and relevant data inputs to produce a ranking of product recommendations tailored to the client’s individual needs. The application then generated automated reports which could be shared with the client.

Once the application was finalized, it was formally launched by the financial services firm, and immediately put to use by its team.

Their sales team found the application immensely beneficial, allowing them to provide real-time estimates of what their customers can expect to receive in benefits based on provided inputs. The application also allows the proposal support team to automatically select the best products for customers and generate reports to quickly build personalized proposals.

More importantly, feedback from their customers regarding product recommendations and deliverables produced by the application was universally positive.

Through a joint effort, GlowTouch and this financial services firm were able to conceptualize, develop, and launch an application that delivered tangible value to company stakeholders.

Due to the incredibly successful partnership, the client has approached GlowTouch again in hopes of expanding the app’s functionality and re-deploying it on a larger scale.
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