Project Info
Client
Royal Care Plus
Service
Website Development
Industry
Retail, eCommerce
Stack
Android, Realm, Dagger 2, RxJava
Challenge
Manulife, a leading provider of financial services, aimed to enhance the expertise of its wealth advisors to better serve high-net-worth clients. The challenge was to ensure advisors had comprehensive knowledge of wealth management strategies and could offer holistic financial solutions. To address this, Manulife implemented the Ceritified Wealth Strategist (CWS) program.
Our Solution
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The Solution
Manulife enrolled its wealth advisors in the CWS program, which combined rigorous coursework with pratical applicatons.The program included:
Advanced Training Modules: Topics like estate planning,tax strategies, and investment management.
Client-Centric Approach:Focus on aligning financial solutions with client's long-term goals.
Case-Based Learning: Real-world scenarios to develop critical thinking and problem-solving skills.
The Impact
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Advisor Expertise:Over 90% of participating advisors reported increased confidence in handling complex client portfolios.
Client Retention:High-net-worth client retention improved by 20%.
Revenue Growth: Advisors utilizing CWS strategies contributed to a 15% increase in wealth management revenue.
Conclusion
The CWS program empowered Manulife’s advisors with the skills needed to provide exceptional service to high-net-worth clients. This initiative reinforced Manulife’s commitment to delivering value-driven financial solutions and securing client trust.
Data Engineering
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Channel Platforms
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Dewelopment
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Types Of SaaS Applications We Deliver
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CRMs Platforms
ERPs Platforms
Marketing Software
Project Management Systems
Accounting Systems
Document Auto. Solutions
Cybersecurity Platforms
HR/HRM Software