Digital innovation experts for today’s wealth management products.

Wealth management firms face stiff competition. Today’s advisors and investors expect to do everything online — and every detail of their experience must be just right. But what’s the best investment you can make to improve your firm’s digital experiences? Let’s find out.

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01. Find your advantage

02. Set your course

03. Partner with Praxent

01 Find your advantage

Today, your funds compete with brands offering sophisticated digital investing and investor education experiences online. To win, wealth management firms must find new ways to create investor preference and build competitive advantage. What’s blocking you?

Over Complexity

Have you taken the time to simplify consumer education and empower consideration across your funds? Or do you overwhelm prospective investors with too many details?

Outdated Experiences

Do your digital experiences leave financial advisors, prospects, or investors stranded without answers? Are your wealth management tools confusing or painful to use?

Fierce Competition

What new revenue plays could you explore based on your specialized expertise, a niche market, an untapped wealth management strategy, or known investing pain point?

Stakeholder Inertia

Are you constrained by a lack of design or development resources? Are your brightest employees frustrated by an inability to leverage feedback or improve customer experiences?

Time to make positive change

When it comes to securities products, online trust is easily broken. Mapping the customer journey can reveal new ways to educate prospects and empower them to become lifelong investors. Praxent can help you develop digital strategies to:

1

Attract and win new
investors

2

Facilitate investor
education and
consideration

3

Serve financial advisors
and leverage their
expertise

Ready to spur growth?

Technology is transforming the way we buy, sell, and do everything — even managing wealth. We can help you harness the power of digital innovation to build competitive advantage in a crowded marketplace, and drive your firm’s wealth management revenues.

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02 Set your course

In Praxent, you gain a digital innovation partner that understands the wealth management environment. We speak your language, take up your cause, and simplify your world. You are the expert on your securities product line. We’ll support your expertise with digital experiences that make a difference.

Financial Advisor Portals

Are your wealth management products sold by an external team of financial advisors? It’s wise to invest in great digital experiences for these important stakeholders. A well-designed financial advisor portal makes it easy for advisors to educate prospects on your securities.

Praxent can help you tap into advisor needs, map each task and pain point, and increase preference for your wealth management firm in those who guide your end customer. From online training to ongoing education, the easier it is to understand your funds, the better for both you and your financial advisors.

Managed Product Content

Stocks, bonds, mutual funds, 1031 real estate exchanges, and more, wealth management products are complex — and so is the regulatory environment in which you must sell them. Whether your investors educate themselves, or get help from an advisor, they need up-to-the-minute, accurate-to-the-penny data, every time.

Whether it’s through clear information design, easy calculators, or data-driven comparisons, a great learning journey empowers faster, more informed, more confident decision-making. We can help you improve the ways your wealth management product content is organized, make it easier to search, and give your teams easier ways to keep it accurate over time.

Portfolio Modeling Tools

Investing is all about building wealth for the future. To make smart financial moves, investors want to understand past performance, expected rates of return, and how each investment is projected to perform as part of a diversified portfolio.

When investors understand how different investment strategies play out over time, they are more likely to invest. We can help you analyze the ins and outs of portfolio modeling, marry together disparate data sources and business systems, and create tools that build confidence for both financial advisors and prospective investors.

Investor Portals

Satisfying investment account holders efficiently is a top priority. But how much time do your support teams or advisors spend helping account holders with routine questions or tasks? Would your investors like to do more for themselves?

Make the wealth management experience as rewarding as possible with websites and mobile apps that offer self-service education and easy account maintenance. Supporting investors online can free up your teams to nurture new investors or grow existing relationships. A great online experience drives additional investment, and word of mouth.

Online Trading Platforms

How well is your online trading experience performing for your investors? Where are they getting confused, giving up, or bailing out to call customer service? We’ll help you ask the right questions, and make each step as effortless as possible.

Analyzing user data — and talking to investors and prospects — will reveal on-target improvements that will spur adoption and usage of your online trading tools. From improving existing experiences to building a new trading platform that works with your existing technologies, we can help you reach your online business goals.

Securities Product Development

Perhaps your business has special expertise around a new investing niche — and now you need to develop a securities product. How will you define, sell, and promote adoption online?

Praxent can help you make just-right investments in digital customer experiences that support your new securities product, end-to-end. Together, we’ll tap into your expertise, assess your opportunities and challenges, and set a course for digital innovation.

Explore our financial services experience

Since the year 2000, we’ve helped clients transform with technology. We’ve built solutions for a variety of financial services firms, gaining an understanding of wealth management along the way. We’d love to help you improve online experiences for your securities products.

Turning an investment into a sales tool

To move into solar power, this Houston-area utility offered prospects leased solar panels, and armed independent solar installers to sell with this innovative lending product.

SEE CASE STUDY

Renewed vision around customer empathy

A 28-year old workers’ compensation insurer invests in understanding customer journeys and seamlessly connecting people with information

SEE CASE STUDY

Maximizing profit potential for mutual fund company

A redesigned portal reimagines the advisor experience while streamlining operations, easing content management, and reinforcing security

See Case Study

Are we your innovation partner?

Our sweet spot is creating effortless user experiences that connect with critical back-end systems. If you need a static website, back-end only app, or just more hands, we’re not the right partner. If you want elegant experiences that can handle complex business rules, we can’t wait to dig in.

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03 Partner with Praxent

At Praxent, our team stands ready to be the best digital customer experience partner you’ve ever had. Our culture is characterized by creativity and commitment to service. We like it here — and we think you will, too.

Make an intelligent investment

Partnering with Praxent means investing in innovation. We help you understand risk vs. reward as you define a digital strategy that delivers what prospective borrowers, financial advisor partners, and internal teams truly value. Successful engagements include:

Direct access to an empowered project champion and any of your development resources

Tailored engagements across our Discover, Envision, Build services.

Investments of $200k to $1M, starting with a Discover phase of 10 to 20% of total budget.

Conversation is critical

We know how to set budgets for custom real estate software that are both accurate and flexible. Our goal is to help you get the best return for the investment that makes sense for your business. When we have open conversations about your budget, we can help you maximize it.

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