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Genesis10 supported a financial services firm with staffing solutions to modernize digital platforms and improve advisor and client experiences.
Diversified financial services firm
Digital platform modernization and advisor experience
Ongoing strategic partnership
52 consultants deployed. Improved platform experience. Expanded cross-product engagement.
Genesis10 partnered with a diversified financial services firm specializing in financial planning, wealth management, asset management, insurance, annuities and estate planning. The firm sought to enhance its digital platforms and improve customer engagement across its financial advisor business.
To support these efforts, we provided experienced consulting resources along with emerging talent to support key digital transformation initiatives.
The client needed to modernize its customer-facing platforms while improving engagement and increasing cross-product adoption. This required skilled resources who could support multiple initiatives across business and technology teams.
Genesis10 provided 52 consultants supporting a range of initiatives as business analysts, technical analysts, project managers and developers.
Supported a technical refresh of the client-facing platform to improve responsiveness and mobile usability for both advisors and clients
Contributed to a client financial planning initiative that introduced cross-product selling capabilities by auto populating baseline financial plans for customers without existing plans
Enabled advisors to identify opportunities to expand engagement across additional financial products, including retirement offerings
Supported implementation of a scheduling feature by participating from vendor selection through postproduction of a third-party tool integrated into live agent chat
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Deployed 52 consultants across business and technology roles
Improved platform responsiveness and mobile experience
Enabled cross-product engagement through financial planning capabilities
Enhanced customer interaction through integrated scheduling functionality
See how Genesis10 helps financial services organizations support digital transformation initiatives.