Driving digital engagement in Wealth Management

Creating richer customer relationships in Wealth Management, fit for the digital age.

Powering the world’s most engaged Wealth Managers

Wealth managers are able to seamlessly create the in-office consultation online

High-Net-Worth Clients value Face-to-Face in times of COVID

In the past, wealthy private clients have placed great value on face-to-face contact. Some wealth advisors - accelerated by COVID - have successfully managed to switch to digital communication channels. Nevertheless, individualised advice tailored to needs still plays a crucial role. Xaleon enables effortless online face-to-face advice.

Investment Control Support

Investment Control

With regulators pressuring investment and wealth managers to adopt a more transparent approach to a customer’s financial well-being, and enabling customers to make effective investment decisions, the relationship between the investment manager and their client will require an even higher level of engagement.

Wealth Management Relationships

The Relationship Imperative to Differentiate

To differentiate themselves, investment platforms and wealth managers will need to tailor their engagement strategy to meet the specific needs of their customers, particularly as technology-enabled client relations become more prevalent. With Xaleon’s intuitive and elegant UI, anyone online can seamlessly and intuitively connect to their wealth or Investment manager and engage with them in the same way they would in person.

Omnichannel in wealth management


Find out how the Xaleon’s omnichannel wealth management solution can help you achieve end-to-end digital transformation to build lasting customer relationships and win in the digital economy through mobile and other services.

Closing the customer experience gap in wealth management

Closing the customer experience gap

Even if meetings are forced to become virtual, customers will continue to expect at least the same level of attention, quality of advice and conversation, if not more. Investing in and implementing the appropriate technology to easily facilitate these remote interactions will be key even as we emerge from the pandemic.

The choice is yours

Xaleon offers a flexible range of stand-alone tools or alternatively, full solution suites for sales, marketing and customer services teams. Learn more about your potential return of investment with our ROI Calculator.

Why Xaleon

Increase in Sales conversions


Decrease in Customer Churn


Boost in Satisfaction Levels


Reduction in Costs


Create an experience that your customers love

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