Northern Trust was aiming to create a modern marketing and target audience prospect tool that would help them grow their business and detect potential clients - those who have $10M+ to invest.
The main purposes of the solution were:
- To educate and provide useful information to existing and potential clients
- To identify the probability of an individual to be a target prospect through collecting and analyzing user data
- To help Northern Trust create personalized content based on the user replies and interactions with the app
- To cast a broad, cost-effective and productive net covering an extensive user base
Intersog developed a top-notch dynamic iPad application. It leads a user through personalized educational content on wealth management based on a user's views on lifestyle, family, financial, and philanthropy matters. By analyzing quizzes, Q&A's, contacts, and other user interactions with the app, Northern Trust is gathering valuable data helping it detect potential clients and deliver them the most useful content, thus boosting loyalty.
- Encrypted and highly secure data transmission
- Sign up, sign in/authentication with a detailed user profile and ability to setup preferences;
- Interactive and personalized advice on wealth and asset management;
- A functional web-based CMS helping company deliver and manage a wide selection of articles, questionings, videos, podcasts, and other media;
- Retirement Calculator;
- Exceptional search functionality.