JBWere case study
For more than 170 years, JBWere has improved the financial position of the country’s most successful families, companies, and not-for-profit organizations. Digital collaboration has paid handsome dividends.
"Jade’s innovation workshop was a great way to look at our client lifecycle through a digital lense, and rapidly condense that thinking into a high-level digital strategy and roadmap"
If you need people to collaborate, you’ve got to make it easy. JBWere saw the opportunity to bring analysts, advisors and clients closer together. A digital platform was key to improving collaboration and engagement. Jade explored user experience and developed a new platform and mobile application.
With Jade, JBWere can connect advisors and clients in real time. The Jade platform will integrate with JBWere's environment and enable them to easily add new digital services.
JBWere provides analysts with a ‘write once, publish to multiple locations’ service. Advisors can personalize, bundle, and distribute useful information to individual clients. Clients like being able to review information and initiate enquiries when it suits them.
"Jade’s innovation workshop was a great way to look at our client lifecycle through a digital lens, and rapidly condense that thinking into a high-level digital strategy and roadmap," a JBWere spokesperson said.
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