Wealth management firm enhances productivity. 

Fast, secure connectivity simplifies and enriches customer experience.

Challenge

The firm needed fast, secure access to enhance client engagement.

  • Enriching the client experience
  • Enhancing advisor-client engagement
  • Improving advisor productivity
  • Piloting new event-based analytics tools

Solution

The company relied on us for secure, flexible connectivity to improve the overall experience—for customers and agents.

  • Provided secure biometric tablets and wireless 4G LTE connectivity
  • Enabled fast and secure connectivity to analytics pilot
  • Securely connected third-party apps and Microsoft Office 365 to tablets

Outcome

With a fast response time, better visibility, and strong security, agents are able to work more productively.

  • Delivered greater insight, personalization and instant responses for 20M customers
  • Empowered 2,500 agents with digital signatures and paperless contracts
  • Provided seamless, flexible access to SaaS and AI web services
  • Created secure mobility with the 4G LTE Wireless private network and iPads with TouchID

How we built the solution.

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