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The client required a digital transformation solution to securely expand their client base through an intuitive platform that provides detailed service information, personalized account access, and educational resources while maintaining compliance with financial industry regulations.
A multinational financial consulting firm providing tailored financial planning services for diverse client segments including retirees, divorcees, and widows
The solution is projected to increase client acquisition by 40% through enhanced digital engagement, reduce onboarding time by 60% via automated tools, and improve client retention through personalized financial resources while maintaining strict compliance with financial data protection regulations (GDPR, CCPA).