EXPERIENCE LIBRARY

The Flybits My Wealth Solution

Our My Wealth solution provides your high-value clients with superior, personalized service on your digital channels. Turn data insights into templated wealth solutions that create value for your clients. Enable personalized mobile & digital experiences for clients across their wealth continuum, including portfolio management, lifestyle offers, networking opportunities, and property advice.

EXPERIENCE LIBRARY

The Flybits My Wealth Solution

You offer your high-value clients incredible, personalized service to ensure their utmost satisfaction. Now you can also elevate their digital experience with superior service through our My Wealth solution. Turn data insights, into templated wealth solutions that create value for your clients. Enable personalized mobile & digital experiences for clients across their wealth continuum including portfolio management, lifestyle offers, networking opportunities, and property advice.

MY WEALTH EXPERIENCE PORTFOLIO MODULE

Personalize & automate
portfolio interactions

From our My Wealth Suite, you can easily access our Portfolio Management module and unlock an always-on solution that elevates cardholder experiences and drives acquisition, cross-sell, upsell, and usage stimulation. Provide personalized investment opportunities, advice, financial market news, and more.

Investments, Advice, Wealth, Lifestyle, Legacy

MY WEALTH EXPERIENCE PORTFOLIO MODULE

Personalize & automate portfolio interactions

From our My Wealth Suite you can easily access our Portfolio Management module and unlock an always-on solution that elevates cardholder experiences and drives acquisition, cross-sell, upsell, and usage stimulation. Provide personalized investment opportunities, advice, financial market news, and more.

Investments, Advice, Wealth, Lifestyle, Legacy

How we package wealth expereinces

We provide flexible data ingestion of your data sources which can come from categories such as wealth profiles, foreign exchange currencies, market research, and portfolio segments. We then orchestrate templated experiences based on customer use cases to drive more value out of your existing assets. Our experience templates will significantly increase your speed to market and help you quickly scale by offering 10-20 times the volume of new use cases.

MY WEALTH EXPERIENCE LIFESTYLE MODULE

Luxury lifestyle experiences with a digital concierge

Differentiate your digital channels by moving beyond banking and providing your customers value beyond their financial transactions and assets. Offer exclusive luxury travel and retail recommendations, high-profile event and networking opportunities, philanthropic endeavors, and more.

High profile events & networking, Retail recommendations, travel, Philanthropic endevours, + more

Deliver the right experience, at the right moment, to the right client and see results like this…

Increase in digital traffic

0 %

Increase in customer engagement

0 %

Improved mobile offer engagement

0 %

Podcast

Bad data sells
better data serves

More than ever, data and applied analytics help transform business models and create more personalized, streamlined experiences tailored to the needs and preferences of customers. Watch Jim Marouse and Hossein Rahnama, CEO and Founder of Flybits, discuss how data can strengthen relationships and transform customer interactions in an entirely new way.