Wealth Management

The problem

Complex user journey

Client development and account management activities place significant demands on financial advisors. 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 advisors is that client conversations may go in an unexpected direction, requiring immediate and 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. Despite the pervasive stereotype of the self-confident financial advisor, nothing induces stress and anxiety as much as not being able to find an application or indeed 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-gen interop vendors try and solve this problem – but end up making matters worse. While it is nice to achieve basic levels of data integration if the user can’t find the application that 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). However, they are only one click away at a pixel position on the desktop that the user can find with their eyes shut! The universal notifications handler reduces cognitive load, and real-time operational monitoring allows best practice to be identified and push out to the rest of the user community.

Robust

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 PCI regulations

Contextual

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

Fast

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

One-touch

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