miliu helps customer connect with their RM anywhere anytime to enable real time advisory and learning
Wealth management is on the cusp of a digital overhaul. Fast moving competition from tech savvy challengers is driving the change, bringing the entire financial services industry on the brink of the largest digital evolution yet. It’s become harder than ever for the banks to understand and fulfil customers’ expectations.
In line with the old industry maxim “be where your clients are,” miliu, in collaboration with OmniKonnect, a Wipro product, has come up with an enterprise collaboration platform. No matter where your customers are, through miliu, they can manage their investment account right from their mobiles. miliu uses personalized analytics to assess customers’ investment needs and connects them with the relationship manager and specialist advisor.
Customers can now invest in new opportunities, make changes to their existing portfolio by connecting with the RM and advisor over a voice/video call. miliu facilitates online channels for transactions, advice, and information exchange and equips relationship managers to be able to develop new offerings for their customers.