Case Study: NEI Launches a Bilingual Fund Explorer in Six Weeks with Expero

NEI launches a bilingual Fund Explorer in 6 weeks with Expero

NEI, a Canadian asset management firm and subsidiary of Aviso Wealth, needed to rapidly modernize its digital fund discovery experience for financial advisors. The challenge was to build a fully bilingual and compliant tool on a highly aggressive timeline that could integrate deeply with their existing website and data sources without creating new operational processes. Expero was engaged to address this need using their Connected Finance platform.

Expero designed and implemented a fully integrated Fund Explorer for NEI in approximately six weeks. The solution leveraged real-time Morningstar data and launched with full French-language support and accessibility compliance from day one. The result was a modern, advisor-friendly tool that integrated seamlessly into NEI's existing website with no business disruption. This allowed NEI to elevate its digital presence without a lengthy development cycle or ongoing maintenance burden.

NEI