Wealth Management
Elevate every client touchpoint, from onboarding to wealth-building.
Gain a comprehensive view of critical moments in the client journey, across all platforms, to maximize engagement, satisfaction, and portfolio performance.
Transforming digital wealth management experiences with real-time customer insights.
Transform client frustration into actionable insights with intelligent monitoring and alerts, ensuring you address 100% of traffic—from onboarding to portfolio management—resulting in a seamless client experience.
Diagnose client intent and measure the impact of their struggles with AI-generated summaries, empowering you to guide them effectively from setting investment goals to tracking portfolio performance.
Enhance web and mobile app journeys through advanced user analytics, segmentation, and session replay, driving impactful improvements from account setup to financial planning and reporting.
Quantify and prioritize behavioral friction during client onboarding.
Instantly assess the business impact of client behavior on key metrics—such as onboarding efficiency, investment performance, and client satisfaction scores—to prioritize enhancements that minimize churn and maximize growth.
Get tailored AI-powered recommendations.
Use Felix AI to analyze and summarize client journeys and intents, providing actionable insights across all teams. Receive AI-driven recommendations that enable advisors to engage clients with personalized and proactive solutions.
Send insights anywhere.
Seamlessly integrate Quantum Metric data into your core wealth management systems—such as CRM, portfolio management, financial planning, and CX/VOC tools—so you can activate insights in real-time across any channel or platform.
Identify friction in any wealth management journey.
Capture, monitor, and diagnose client challenges across every interaction, from onboarding to portfolio reviews, using our pre-built wealth management dashboard templates.
How wealth management teams use Quantum Metric in their workflows.
Product teams.
Quickly identify and resolve issues across digital platforms, enhancing the client experience and driving satisfaction throughout key wealth management processes, from account setup to portfolio review.
Tech teams.
Leverage real-time behavioral insights to eliminate friction in critical workflows like investment transactions, financial planning tools, and client onboarding, ensuring faster, secure transactions.
CX/VOC teams.
Quantify the impact of client feedback by linking survey data to real-time customer behavior, enabling you to prioritize journey enhancements across key areas like wealth-building strategies, account management, and financial advisory services.
What our customers are saying.
“Quantum Metric provides a single source of truth around the customer experience and everyone can see and understand the impact of a problem, and agree on what’s most important. Technology and business teams have genuinely been brought closer together through the use of Quantum Metric.”
Steven Teo / Head of Innovation and Digital Controls, Treasury & Payment Solutions
FAQ
How can Quantum Metric enhance customer experiences for my wealth management firm?
Quantum Metric provides real-time visibility into client interactions, allowing wealth management firms to quickly identify and resolve issues that impact client satisfaction. With insights into key areas like account setup, portfolio management, and financial advisory services, your team can use session replay and monitoring alerts to ensure a seamless and personalized client experience.
Can I integrate Quantum Metric data with my existing wealth management tools and platforms?
Absolutely! Quantum Metric integrates seamlessly with CRM, portfolio management systems, and other financial planning tools. This integration allows your teams to access real-time client insights without needing to overhaul existing technology, enabling faster decision-making and quicker resolutions to client issues.
Does Quantum Metric provide real-time insights for wealth management operations?
Yes! Quantum Metric’s real-time analytics enable wealth management teams to address client challenges as they happen. By reacting immediately to issues such as difficulties in account setup or investment transactions, your team can improve operational efficiency while using features like opportunity analysis to prioritize areas that drive revenue.
What types of data does Quantum Metric collect for wealth management?
Quantum Metric captures a range of behavioral, transactional, and technical data—including portfolio interactions, account management actions, and transaction submissions. This detailed data provides your teams with the insights needed to uncover client frustrations and optimize digital experiences.
How does Quantum Metric help wealth management firms ensure white-glove client support?
Quantum Metric pinpoints digital friction—such as issues during portfolio management or delays in account updates—that can prompt client outreach. By using real-time monitoring and alerts, your firm can proactively resolve these problems, freeing up advisors to provide personalized, high-touch service when it truly matters. This approach not only minimizes unnecessary support interactions but also enhances the overall client experience by addressing issues before they become pain points.
Can Quantum Metric optimize marketing campaigns for wealth management?
Yes! Quantum Metric helps wealth management firms refine their marketing strategies by analyzing client behavior in real-time. With insights from segmentation and journey mapping, your marketing team can design personalized campaigns and adjust them on-the-fly to improve engagement and conversion rates.
How does Quantum Metric leverage generative AI for wealth management?
Quantum Metric uses generative AI to identify client intent, summarize behavior and provide prioritized insights, helping wealth management teams quickly understand factors affecting the client experience. This allows for immediate improvements in areas like portfolio management and financial planning.
How can Quantum Metric help improve digital account management for wealth management clients?
Quantum Metric tracks client behavior throughout the account management process. By utilizing session replay and heatmaps, firms can identify and resolve bottlenecks—such as complicated navigation or incomplete forms—streamlining the account setup and management experience for clients.
How does Quantum Metric support client retention and relationship management efforts?
Quantum Metric analyzes interactions leading up to key moments like portfolio reviews and investment decisions, identifying behaviors that may indicate client churn risk. With these insights, your team can optimize the client experience, offer personalized advisory services, and improve retention.
How can Quantum Metric enhance user-based analytics and segmentation for wealth management?
Quantum Metric enables wealth management firms to segment clients based on behavior, journey stages, and financial objectives. This cohort analysis helps teams identify trends and deliver tailored services, improving client satisfaction and engagement with personalized strategies.
How can Quantum Metric’s interaction heatmaps improve the UX of wealth management platforms?
Quantum Metric’s interaction heatmaps provide a visual representation of client behavior, helping wealth management firms optimize user interfaces and workflows. By pinpointing friction areas—such as underused navigation links or confusing CTAs—your team can enhance platform usability and drive higher client satisfaction.
How does Quantum Metric comply with SOC 2 protocols to protect customer data for wealth management firms?
Quantum Metric adheres to SOC 2 protocols, implementing strict controls for data handling, access management, and system monitoring. We undergo independent audits to verify our security and privacy measures, achieving SOC 2 Type II attestation and ISO/IEC 27001 certification. Our commitment to avoiding PII collection enables our customers to maintain compliance with regulations like PCI, HIPAA, and GLBA.
