Case Study: a large international wealth management firm improves client engagement with FactSet StreetAccount API

Large International Wealth Manager Improves The User Experience With Factset Digital Solutions

GoFact worked with a large international wealth management firm that wanted to improve client engagement on its online portal. The firm’s advisors were using a third-party news source, but clients were receiving too much irrelevant information, which reduced usage and made it harder to provide a personalized experience for ultra-high net worth investors.

GoFact’s StreetAccount API provided a more tailored feed of market news and key takeaways that the firm could tag and match to each client’s portfolio and interests, while FactSet workstations created consistency between advisor and client data. The result was a better user experience and stronger engagement, with customized portfolio news helping clients make more informed decisions and giving the firm a competitive differentiator.