Enhancing eBusiness  in the  High Net Worth Client

Enhancing eBusiness in the High Net Worth Client PowerPoint PPT Presentation


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1. Agenda . ObjectivesComponents of a Successful User ExperienceDesign

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Enhancing eBusiness in the High Net Worth Client

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1. Enhancing eBusiness in the High Net Worth Client

2. 1 Agenda Objectives Components of a Successful User Experience Design & Brand Information Architecture Features & Functionality A Source of Competitive Advantage Personalization Channel Access Data Access Self Education and Service Collaboration Tools Analytic Tools Successful Execution for the User Experience Successful Features and Functionality Site Development Driving Traffic and Adoption Illustrations in Differentiation Scenario #1: Competitive Advantage through Personalization Scenario #2: Competitive Advantage through Collaboration

3. 2 Objectives User Experience Look/Feel Navigation Global Workflow How do we change it? Moving from Product to Product Sub-site to sub-site Accessing research and (personal) information seamlessly and holistically Collaboration Client to Financial Advisor Financial Advisor to Financial Advisor “Client to Client” (explore) Drive traffic and adoption

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