We are wealth’s growth platform

Aviva

Workplace, D2C, advisor, ESG

Launching direct-to-consumer Aviva, one of the leading insurance and workplace retirement providers, sought to launch a…

• Financial Planning
• Workplace Retirement
• Self Directed

Barclays

Wealth management integrated with brokerage

Barclays, the universal bank providing retail and institutional services including investment banking, saw an opportunity to…

• Self Directed

Quilter

Tech transformation without missing a beat

Quilter, a leading provider of advice, investments and wealth management in the United Kingdom (UK), wanted to modernize and…

• Self Directed
• Private Banking & Family Office
• Financial Planning

Santander

Transforming legacy technology

Santander, one of the world’s major global banks, was working with a legacy direct-to-customer wealth management proposition…

• Self Directed
• Asset Management
• Financial Planning

Singlife

Making insurance digital, affordable and convenient

Singlife was a new Life Insurer in Singapore with a big ambition: to disrupt the insurance industry in the region. By focusing…

• Self Directed
• Insurance

Swedbank

Swedbank invests in new platform for savings

The new savings platform gives Swedbank and the savings banks the technological capability and flexibility needed to meet their…

• Self Directed
• Private Banking & Family Office

UBS Switzerland

Attracting new clients with a slick digital experience

UBS (formerly Credit Suisse) recognized that client needs and financial interests were diversifying quickly, and that…

• Self Directed
• Investor Onboarding

UOB

Asset management distribution at scale

UOB Asset Management (UOBAM) wanted to develop a first-in-market digital solution to enable corporate investors to access…

• Self Directed
• Asset Management

Vanguard

Building an intuitive platform with strong branding

Vanguard, one of the world’s largest asset managers, wanted a partner in developing a more modern, intuitive digital platform.

• Self Directed
• Asset Management

Virgin Money

A happier digital experience

Virgin Money is a full-service digital bank that provides banking and investing solutions to 6.6 million customers across the…

• Self Directed