THE POWER OF ONE
LET’S REIMAGINE THE WEALTH MANAGEMENT CLIENT EXPERIENCE.
CCM / CX Solutions for Wealth Management
O’Neil Digital Solutions has a rich history of providing wealth managers and organizations with the expertise, insight and infrastructure needed to know and understand their customers, effectively communicate with them, and build stronger, sustainable relationships.
Data and intelligence about your wealth management clients is essential to ensuring meaningful, contextual communications and effective engagement. O’Neil’s ONEsuite platform leverages our 50+ year heritage of turning complex investment data into actionable insights to drive better results. Leveraging next-gen technology and machine learning, the innovative platform provides a comprehensive end-to-end client communication solution to enable digital transformation. With ONEsuite, transform technical disruption and evolving client engagement preferences into opportunities to strengthen relationships and build brand loyalty.
Wealth Management Products
- Statements
- Trade Advices
- Cash Advices
- Tax Documentation
- Investment Policy Statements
- Performance Reports
- Prospectuses
- Checks
- Marketing Materials
- Semi-annual and Annual Reports
ONEsuite has all the tools that wealth managers need to really know their clients, communicate with them more effectively, and improve engagement and satisfaction.
Communication Management for Wealth
Managers: We are the Experts.
Financial News + Insight
