Aberdeen Connect - Institutional Investor Client Portal

The problem

Aberdeen's institutional clients needed to keep track of their investments and contact their account manager in a simple way online.

Aberdeen also needed to be able to support a multi-currency and multi-country hierarchy, so that their customers across the globe could access information on their holdings and performance.

Additionally, Aberdeen wanted to solve both problem sets with minimal new software development, so asked us to factor that into our solution.

The process

We worked in partnership with Aberdeen to understand the key benefits that they wanted to achieve both for clients and internally, driving out key user impacts and measurable value.

Following collaborative workshops to understand the problem space, we established that an implementation of our client portal, backed by our technology framework, would allow us to support both the customer and end user needs.

The solution

We configured existing Focus software to rapidly deliver an Aberdeen-configured, product-based solution that provides a rich suite of client portal capabilities tailored for institutional investors, using a simple registration and authentication process.

Integration with third parties for the provision of key data (such as fund performance) gives easy access to critical information, as well as relevant market and instrument data.

Appropriately authenticated users can also view information on the accounts of multiple client's accounts in a range of jurisdictions.

The impact

This solution delivered class-leading benefits both for Aberdeen customers and for Aberdeen worldwide.

As well as developing a new revenue stream and lowering the cost to serve, Aberdeen were able to leverage existing investment in identity management solutions and extend that value into this space, improving their single-sign-on digital identity coverage.

Additionally, third-party integrations provide more accurate valuation data, and better secure messaging and document sharing capabilities transform institutional client engagement.