Wealth Management

The problem

Complex user journey

Client development and account management activities place significant demands on financial advisers. At one firm, experienced staff navigate data from 50+ applications before truly informed recommendations can be made. Add to this siloed data-feed “terminals” and the need to work across multiple screens and you have the recipe for complex and time-consuming processes.

Unpredictable handling time

An issue for advisers is that client conversations may go in an unexpected direction, requiring immediate access to functions that are hard to locate on the desktop. Putting high-net-worth clients on hold while this happens is not an option. Despite the pervasive stereotype of the self-confident financial adviser, nothing induces stress and anxiety as much as not being able to find the needed application or waiting for one to load.

Environment and applications

What is required is a robust, always available desktop environment in which applications, terminals and data sources are contextualized 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, technology mismatches, political infighting and the rush to “digitally transform” can result in a desktop environment that users and developers hate.

The Solution

We’ve seen first-generation Interop vendors trying to solve this problem and, instead, making matters worse. While it is nice to achieve basic levels of data integration, if the user can’t find the application, you’ve got more significant problems. Managing 50+ applications during a working week is not unusual and makes for a very crowded desktop.

Glue42 Desktop allows organizations to move beyond simple pub/sub and sticky windows into a world where workflows are configured regardless of the technology type. Universal search can be used to remove copy/paste, workspaces blur the boundaries between applications and reduce the window count. Tabbed groups improve application density while ensuring that applications are loaded (and, optionally, hibernated). Most important of all, they are just a click away, right in front of your eyes! The universal notifications handler reduces cognitive load, and real-time monitoring allows for best practices to be identified and pushed out to the rest of the user community.

Robust

Glue42 Desktop is a multi-stack platform that offers best-in-class integration to old and new apps of any architectural type

Secure

Security domains, application permissions and entitlement are applied across all users and applications to manage authorization

Contextual

Swimlane UI delivers customizable, process-specific workspaces to manage all aspects of a customer interaction

Fast

Applications are loaded with priority based on the user’s critical path. Different loading strategies are available to meet the requirements of various business scenarios.

Single click

Tabbed groups offer immediate access to secondary data sources and apps, without taking up screen real-estate

Success Stories

Time to market of new functionality 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-customizable apps that significantly enhance the efficiency and effectiveness of both end users and developers."

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