Involving Customer Feedback to Enhance Our Products
In the dynamic landscape of wealth management, the only constant is the continual evolution of regulations. As the industry faces relentless shifts in compliance requirements, staying ahead of these changes becomes crucial for maintaining trust and integrity. InvestorCOM emerges as a beacon of innovation in this challenging environment. By adhering to a service-first culture, we listen attentively to our clients’ needs, ensuring our solutions are purpose-built to address their unique challenges. Leveraging user surveys and periodic touchpoints, we ensure their voice is heard and represented in our product roadmap. But we don’t stop there. We realize that collaboration extends beyond the realm of just sharing thoughts with us. There is tremendous value when our clients come together as a community to share thoughts and best practices.
To bring our clients together around the recent Department of Labor Retirement Security Rule we created a new working group. We are all chasing the same regulatory challenges, but everyone’s business is a bit different. Hearing how your peers think about specific topics, how they handle various use cases and scenarios, and how they have configured our products is extremely valuable. From InvestorCOM’s standpoint, being in the middle of these community-based conversations, we can gather an unmatched level of insight to serve as the fuel for our product innovations. The Working Group is an efficient way for us to collaborate on designs and proofs-of-concept with multiple clients simultaneously. What could take weeks now takes hours, with everyone sharing insights in a single session.
“These sessions provide immense value, often leading to revelatory discussions. It’s an iterative process that keeps the client at the center.” – John McDonald, Senior Product Owner, InvestorCOM
“RolloverAnalyzer isn’t just a stellar product; it’s backed by a world-class service model, setting it apart from the competition.” – Armin Sarabi, CCO & General Counsel. Alphastar Capital Management
To learn more about this and our products, click here to book a demo: www.investorcom.com/demo