Client Goal
The Northern Trust Corporation is an American international financial services company headquartered in Chicago, Illinois. The company was looking to build an iOS-operated marketing and target audience prospecting tool.
Solution
Intersog's mobile developers built an educational and marketing tool that casts a wide net to wealth-minded individuals and helps to qualify a target prospect; those with 10+ million dollars to invest.
Through the division of lifestyle choices: family, philanthropy, lifestyle, and capital assets, this dynamic iPad app sets the user through a path of interactive content to provide advisement and insights on managing their wealth assets.
With quizzes, Q&A's, contact the experts, and other features, Northern Trust is collecting valuable data through usage analytics tools and a user registration process that prompts users to provide additional details to help deliver the right content.
Functional Features
Encrypted, secure data transfer; registration, login/authentication with user profile and preferences.
Interactive education for a life-driven approach to wealth management.
Access to articles, images, toolkits, bookmarks, favorites, checklists, quizzes, videos, and podcasts is delivered to the iPad through a robust web-based CMS managed by Northern Trust.
Advanced search functionality.
CMS allows for formatting, uploads, publishing/expiring data parameters, changing category names, and much more.
Retirement Calculator.
Benefits
Educational experience
Educating the target audience and prospective customers
Customer Analytics
Specific analytics drills into the likelihood of the user being a target prospect.
Personalization
Enabling Northern Trust to personalize content based on user responses and app interactions.
Cost-effectiveness
Northern Trust can cast a wide net to a broad user base with low cost and high effectiveness.
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Artificial Intelligence
Consulting
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