This was the tenth birthday of the event, which celebrates excellence and achievement in platform technology. The awards ceremony took place on 26 September 2017 at the London Hilton on Park Lane.
This particular award focuses on the partnership that delivers the best project and delivers a superior business and customer service. It also considers how the use of this platform technology enhances capabilities and integrates with other systems.
Multrees’ partnership with Digital Keystone allows our clients to easily access a combination of online services through Multrees Compass, our interactive portal. This utilises Digital Keystone’s Adaptive Portal technology and allows clients to quickly and efficiently view and manage their customer’s assets.
Our fully white labelled portal means that our clients can have their own branded digital portal for their customers. This can be easily accessed through one single sign on, with fully interactive and adaptable dashboards, greatly improving customer digital experience.
Jaco Cebula, Chief Technology Officer at Multrees explains: ‘As the wealth management space becomes more competitive, and pricing pressure and regulatory burdens increase, it becomes imperative that advisory firms are able to share relevant intelligence and personal portfolio performance data with their customers, presenting it in an attractive, highly usable and secure manner. Adaptive Portal is an ideal platform for all financial services operations looking to enable self-service and stimulate customer engagement.’