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Develop iOS Mobile Application for Wealth Management Prospecting and Education

intersog.com

Financial services

Challenge

Northern Trust needed a more effective and scalable method for identifying and qualifying high-net-worth individuals (those with $10+ million to invest) and delivering personalized wealth management educational content. Their existing prospecting methods lacked efficiency and personalization, hindering lead generation and customer engagement.

About the Client

American international financial services company headquartered in Chicago, Illinois, providing wealth management and investment services.

Goals

Increase qualified prospect identification by leveraging targeted content delivery.
Enhance customer engagement through interactive and personalized educational experiences.
Improve lead qualification accuracy and efficiency.
Reduce marketing costs associated with prospecting.
Gather valuable user data for content personalization and targeted marketing.

Functionality

User registration and secure login/authentication with profile management.
Personalized educational content based on user lifestyle choices (family, philanthropy, lifestyle, capital assets).
Interactive quizzes, Q&A sessions, and access to experts.
Access to articles, images, toolkits, bookmarks, favorites, checklists, quizzes, videos, and podcasts.
Retirement calculator.
Advanced search functionality.
Data analytics and reporting on user engagement and prospect qualification likelihood.
Content management system (CMS) for Northern Trust to manage and update content.

Technology Stack

Swift

iOS Development

PHP (for backend/CMS)

Integrations

CMS integration for content management by Northern Trust.
Data analytics platform integration for user behavior tracking and reporting.

Non-Functional Requirements

Data security and encryption.
Scalability to accommodate a growing user base.
Performance optimization for smooth user experience.
Reliability and availability.
Cross-device compatibility (iPad focused).

Expected Business Impact

The application is expected to significantly improve Northern Trust's lead generation efficiency by attracting and qualifying high-net-worth prospects through targeted content and personalized engagement. Improved customer analytics will enable more effective marketing campaigns and tailored wealth management solutions. The cost-effectiveness of casting a wide net to a broad user base will result in a higher return on investment compared to traditional prospecting methods.