Customer Experience

  • Retail Wealth Management Business Model 4.0

    Retail Wealth Management Business Model 4.0

    Over the past three decades, the dominant retail wealth management business model has undergone a significant evolution, shifting in focus from product to distribution to the client. Most...

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  • Five Key Wealth Management Trends from In|Vest 2019 in NYC

    Five Key Wealth Management Trends from In|Vest 2019 in NYC

    Last week, the wealth management industry’s largest digital wealth management event —In|Vest 2019: Innovations in Investing, Saving & Advice—took place in New York City. The two-day annual...

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  • NEO Connect, Univeris and PEAK Financial Group Make PTFs Available to Mutual Fund Advisors

    NEO Connect, Univeris and PEAK Financial Group Make PTFs Available to Mutual Fund Advisors

    NEO Connect and Univeris are proud to announce that PEAK Investment Services, part of PEAK Financial Group (“PEAK”), has become the first mutual fund dealer to offer its advisors direct access to PTFs

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  • Give investors an engaging Customer Experience

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  • How to Build a Hybrid Advisor Model

    How to Build a Hybrid Advisor Model

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  • Goal Tracking and Machine Learning Enhance the Client Experience

    Goal Tracking and Machine Learning Enhance the Client Experience

    From mass customization and customer-centricity to client best interest and targeted reforms, it’s all about the client experience in wealth management today. Naturally, gaining a better...

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  • Enhance investor engagement with Goal-Based Investing

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  • IRIS: The Ultimate WealthTech Middleware

    IRIS: The Ultimate WealthTech Middleware

    Wealth management firms are investing heavily in technology to meet client demands and market opportunities. Many firms operate a complex ecosystem for their various lines of business, with an...

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  • Digital Transformation in Wealth Management

    Digital Transformation in Wealth Management

    There is no question that the retail wealth management industry is evolving. Population and advisor aging, digitization toward a hybrid investor experience, rise of fee-for-service, rise of...

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  • Countdown to Client Best Interest Regulatory Obligations

    Countdown to Client Best Interest Regulatory Obligations

    The next wave of regulatory requirements link together KYC, KYP, and KYA A lot has been written about the creation of client best interest principles or fiduciary responsibilities in the Canadian...

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  • Welcome to the Era of Customer Centricity in Wealth Management

    Welcome to the Era of Customer Centricity in Wealth Management

    A look at how technology puts investors front-and-centre As technology continues to drive rapid evolution in wealth management, we’ve seen the industry’s focus shift over time from product,...

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  • What Does 360 Degree Investor Engagement Look Like?

    What Does 360 Degree Investor Engagement Look Like?

    Do your investors have actionable activities to achieve their financial goals? With the rapid evolution of customer needs and technological possibilities, it is becoming harder and harder for...

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  • Improving Investor Engagement to Retain Customers

    Improving Investor Engagement to Retain Customers

    Take advantage of wealth management technology designed specifically to enhance investor engagement Univeris understands the combination of brand and technology, and how the customer experience...

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  • Introducing Goal-Based Investing1:05

    Introducing Goal-Based Investing

    Investing is less meaningful without proper goals. Unengaged investors may ignore their financial health, spend too much, or invest randomly based on instinct rather than use a structured approach. Go

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  • Efficient Investor Onboarding & Compliance Solutions

    Efficient Investor Onboarding & Compliance Solutions

    The investor onboarding process can be more efficient with a unified system designed to support advisors and the compliance process. Investor onboarding is a process that can be long—and perhaps,...

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  • Univeris Named Top FinTech Company

    Univeris Named Top FinTech Company

    Wealth Professional names Univeris as Top FinTech Company in Canada Univeris’ Vice President of Product Management, Emmanuel Gonnet, and Vice President of Sales & Client Management, John van...

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  • Robo-Advice Offer: Automated Investing Services Explained

    Robo-Advice Offer: Automated Investing Services Explained

    How Univeris’ Robo-Advice Offer Works Recent market shifts in the wealth management landscape have created a greater need for technology innovation. Investing in robo-advice capabilities – either...

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  • When Investors Achieve Financial Goals, Everyone Wins

    When Investors Achieve Financial Goals, Everyone Wins

    Goal-Based Investing Helps Investors and Advisors Achieve their Financial Objectives When it comes to investing, investors and advisors ultimately want the same thing. In simplified terms,...

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  • Produce Documents that Clients Will Read

    Produce Documents that Clients Will Read

    Produce Professional and Compliant Documentation At every stage of a relationship with an investor, documents are required to either comply with regulations or deliver the information investors...

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  • Investor Engagement with Goal-Based Investing

    Investor Engagement with Goal-Based Investing

    GoalINSIGHTS Enhances Investor Engagement to Achieve Financial Goals If financial planning software is the tool that enables investors to map out their journey to their goals (i.e. going from...

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  • Univeris Announces Goal-Based Investing

    Univeris Announces Goal-Based Investing

    Goal-Based Investing Increases Probability of Achieving Financial Objectives Does investing make you feel like you’re watching paint dry? Investing shouldn’t be boring. But investing also isn’t...

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  • New Automated Investing Service

    New Automated Investing Service

    Launch of Robo-Advisor and Automated Investing Services We are pleased to announce a new version of investor access with robo-advisor features. Our robo-advisor offer is mobile first,...

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