Case Study: a private investment firm improves retirement planning and reduces customer attrition with Devexperts

Private Investment Firm - Customer Case Study

A private investment firm faced significant customer attrition when its retirees began leaving for competitors that offered specialized retirement spending plans. To address this challenge, they partnered with Devexperts to rapidly develop a new financial solution to plug this gap in their product offering.

Devexperts implemented a retirement planning software system with forecasting, data visualization, and high-quality reporting. The solution included an iPad version that improved the field sales process for advisors and provided retirees with a tool to track their funds. This successfully halted the customer attrition, provided powerful new tools for account managers, and resulted in high sales conversion rates.