Customer Experience Solutions


Customer Experience

Univeris provides customer experience managers with software aimed to enhance investor engagement. With the help of exploratory research conducted with user experience test groups, Univeris has developed customer-centric digital capabilities that investors will want to use.

How Univeris Supports Customer Experience & Investor Engagement

  • Robo-Advisor – automated investment services tools with a broad range of granularity to offer a multi-channel investor experience to fit your needs
  • GoalINSIGHTS – goal-based investing provides wealth management firms with a platform investors use to set and achieve financial objectives.
  • CONNECT™ – a secure and personalized portal for collaborating with your clients