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Case Study: How First Manhattan Enable Advisors to Connect with and Support Clients in New Ways with Unqork

First Manhattan Enables Advisors to Connect with and Support Clients in New Ways with Unqork

  • Relentlessly focused on the customer experience, investment advisory firm First Manhattan wanted to modernize, digitize, and automate client and advisor experiences.
  • By selecting best-in-class vendors and Unqork, the powerful integration, orchestration, and user interface (UI) application layer, First Manhattan was able to deliver efficient, scalable, consistent, and extensible offerings, including an enhanced new account opening process and a redesigned client portal.
  • In addition to providing its clients with a more modern technology experience, the onboarding and portal solutions are helping to eliminate the advisor "swivel chair," enabling them to spend even more time connecting with and supporting their clients.