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ITUS is an independent, boutique external asset management firm that offers sound wealth management consultancy and holistic services. Our team of experts helps you plan and execute your financial and non-financial endeavours safely and discreetly.
Founded by three wealth managers with a combined experience of more than 80 years and who have seen a few cycles of economic recession, we are well-positioned to help high-net-worth individuals and families protect their wealth and achieve their financial objectives. ITUS is a Capital Market Service License holder and is regulated by the Monetary Authority of Singapore.
With a global market, ITUS Asset Management has clients from all over the world. But during this special period, people cannot travel around to sign the contract in the office overseas.
ITUS reached to us for an online platform that allows clients to sign documents across the world. Users are allowed to review and sign the documents online with simple clicks. Admins can manage the system in a very easy way as well.
Below are the challenge, process and results for this campaign.
Issues we met when project started
ITUS requests for an online platform that allows clients to sign documents across the world. One of the difficulties in creating this online signing system is how to manage and track the number of documents online. As the documents are divided into two categories, one is a read-only document and the other is a signed document, creating the system to recognise if the clients have read or signed the document is a challenge. Also, it is requested that a history function is to be added as a feature to allow them to trace back their documents.
How we fixed the issues
We carefully plan and craft out a strategy to cater to the requirements of this project:
How we helped ITUS Asset Management
Here’s the results for this project:
We start with a formal interview of your needs and requirements as well as understanding the nature of your business.
We understand the importance of having a well-built back-end admin portal to ensure operational efficiency
We create excellent UI/UX for a seamless customer experience across different touchpoint in the platform
We recognise the significance of testing and maintenance of the system to ensure that the system is in good condition.
Our expert account managers will recommend which packages are right for you.
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