As the financial industry enters the Marketing 3.0 era, consumer expectations and demand is affecting the way organizations run their business and choose their technology. The emerging theme of the “Consumer-Driven Enterprise” is more prominent with the evolution from investor to consumer.
Univeris powers its clients with a new perspective on how to enable a multi-channel approach to wealth management and design our solution with their clients in mind.
Our methodology includes 3 phases ranging from modeling your business through its client analysis, all the way to operation optimization for efficiency.