Wealth Management

The problem

Complex user journey

Client development and account management place significant demands on financial advisors. At one firm, experienced staff negotiate data from 50+ applications before truly informed recommendations can be made. Add to this siloed data-feed ‘terminals’ + work across multiple screens and you have the recipe for a complex and unpredictable user journey.

Unpredictable handling time

An issue for advisors is that client conversations may go in an unforeseen direction, requiring immediate access to functions that are hard to locate on the desktop. Putting ultra-high net-worth individuals on hold while this happens is not an option.

Environment and applications

What is required is a robust, always-available, desktop environment in which applications, terminals and data sources are contextualised around a specific client and/or task. Sounds easy? Not so.

Applications will often be built on different technology stacks and in most cases are not designed to talk to each other. Architecture issues, digital transformation programmes and migration projects can result in a desktop environment that users and developers hate.

The Solution

This is the environment that Glue42 was originally designed for:

…and has helped us manage the needs of employees and end-users across many other industries. Successful implementation combines UI flexibility (popup windows, floating windows, sticky groups etc) with a more prescriptive UI interaction style. By insisting that apps appear and behave in predictable and consistent ways we can manage a higher application density while at the same time delivering an ease-of-user never previously achieved.


Multi-stack platform that offers best-in class integration to old and new apps of any architectural type


Security domains, application permissioning and entitlement are applied across all users and applications to manage PCI regulations


Swimlane UI delivers client and process specific workspaces to manage all aspects of a client interaction


Applications and their UIs are loaded in priority order based upon the user’s critical path


Tabbed groups offer immediate access to secondary/tertiary data sources without taking up real-estate

Success Stories

Time to market of new functionalities reduced by over 50% thanks to Glue42 Desktop Enterprise

“The rationale was to migrate from inflexible and complex monolithic legacy systems to a simple and flexible model that utilizes interoperable micro-applications and is implementation technology agnostic.This creates a ‘connect to anything’ platform with user-customisable apps that significantly enhance the efficiency and effectiveness of both end-users and developers.”