Case Study: Quilter modernises digital experiences and speeds product launches with Etch

Quilter helps 3,000+ customers with Etch

Quilter, a leading UK-based wealth management company, faced the challenge of rebranding and modernizing its outdated digital tools. Their legacy systems were inefficient and desktop-bound, requiring advisers to manually match client profiles to investments, which increased costs and slowed time to market. To support its new identity and drive growth, Quilter partnered with Etch for a comprehensive design and technology transformation, utilizing their enterprise content management software, Optimizely.

Etch implemented an Agile methodology and developed a sophisticated toolkit to create modern, mobile-friendly solutions. This included a new fact-finding tool that automated investment matching. The results were significant, with 600 advisers signing up and over 3,000 customers helped through the tool shortly after its launch. This transformation enhanced the customer experience, increased operational efficiency, and earned Quilter a silver award for Best B2B Customer Experience.

Quilter