Infosys designed a robust web portal that delivered personalized premium content to wealth managers. We adopted a two-phased implementation approach based on customer revenue to accelerate the investment recovery cycle. Our repository of reusable components and frameworks helped launch the online product ahead of schedule.
In the first phase, we developed flexible web services to help large financial firms access content via client service applications. Our web service components conformed to industry standards, which facilitated seamless integration with CRM applications and portfolio management systems. Ready access to comprehensive data enabled wealth managers to personalize information, develop investment profiles of clients and make informed investment decisions.
In the second phase, rich features were incorporated into the website to enhance content delivery. The web services solution was extended to help wealth managers access content irrespective of the operating environment.