Univeris provides customer experience managers with software aimed to enhance investor engagement. With the help of exploratory research conducted with user experience test groups, Univeris has developed customer-centric digital capabilities that investors will want to use.
How Univeris Supports Customer Experience & Investor Engagement
- Robo-Advisor – automated investment services tools with a broad range of granularity to offer a multi-channel investor experience to fit your needs
- GoalINSIGHTS – goal-based investing provides wealth management firms with a platform investors use to set and achieve financial objectives.
- WebCONNECT™ – a secure and personalized portal for collaborating with your clients