Case Study: Multrees Investor Services achieves secure, self-service client portals with Dunstan Thomas Integro CX

Multrees Investor Services launches secure client portal in under 4 months with Dunstan Thomas

Multrees Investor Services, a provider of investor services for wealth managers, faced challenges with its outdated and disparate online client servicing tools. These separate systems were cumbersome for clients to use, leading to slow adoption and high support volumes. Multrees engaged Dunstan Thomas, who utilized their Integro CX platform, to consolidate these services into a single, modern, and secure portal.

Dunstan Thomas implemented the Multrees Compass portal using Integro CX, which integrated all services under a single sign-on and enhanced security. The solution was delivered rapidly, in under four months, and led to a quick increase in client adoption. This allowed clients to self-serve, reducing Multrees' operational overhead and risk. Furthermore, Integro CX's development license and app library enabled Multrees to efficiently build and offer their own branded portals to their wealth manager clients, creating a new revenue stream.

Multrees Investor Services