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Develop a Digital Platform for Invesco Mutual Fund Distributors and Relationship Managers

robosoftin.com

Financial services

Challenges in Distributor and Relationship Manager Enablement

Invesco's distributors and relationship managers require a robust and user-friendly digital platform to efficiently manage client relationships, access product information, process transactions, and provide personalized financial solutions. Existing tools may lack scalability, integration capabilities, and a seamless user experience, hindering their ability to effectively serve clients and drive business growth.

About the Client

A leading asset management company offering a wide range of mutual fund products and services to investors.

Project Goals

Develop a scalable and secure digital platform for Invesco distributors and relationship managers.
Improve efficiency in client relationship management and transaction processing.
Enhance access to product information and marketing materials.
Provide personalized financial solutions and support.
Increase user satisfaction and adoption of the digital platform.
Integrate with existing Invesco systems for seamless data flow.

Functional Requirements

Client Relationship Management (CRM) module
Product Information Database
Transaction Processing (e.g., order placement, settlement)
Reporting and Analytics Dashboard
Communication Tools (e.g., messaging, notifications)
Personalized Financial Planning Tools
Marketing Material Access

Preferred Technologies

Cloud-based architecture (e.g., AWS, Azure, GCP)

Mobile-first design (iOS and Android)

Secure API integrations

Data analytics platform

Robust security measures

Required Integrations

Invesco's core systems (e.g., portfolio management system, CRM)
Payment gateways
KYC/AML compliance systems

Key Non-Functional Requirements

Scalability to support a growing user base
High availability and reliability
Data security and privacy
Performance and responsiveness
Accessibility

Expected Business Impact

The new digital platform is expected to significantly improve the efficiency of Invesco's distributors and relationship managers, leading to increased sales, enhanced client satisfaction, and improved operational efficiency. The platform will empower them to provide better service, access real-time information, and ultimately drive business growth for Invesco.