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InvestSuite’s StoryTeller is "Most Engaging Digital WealthManagement Solution”

InvestSuite’s StoryTeller is "Most Engaging Digital WealthManagement Solution”

InvestSuite announced today that their StoryTeller solution had won the “Most Engaging Digital Wealth Management Solution” in Wealth & Finance International’s prestigious annual Fintech awards.

StoryTeller is a worldwide-first, omnichannel, B2B white-labelled solution for retail & private banks, wealth managers, pension funds, asset managers and other financial institutions to use portfolio reporting as an opportunity to deliver next-gen engagement and insights to their end-customers.

Using a series of proprietary algorithms and narrative storytelling techniques, StoryTeller takes portfolio holdings data and transforms it into a hyperpersonalised “story” ofthe portfolio’s performance. The reports can be delivered to end-customers in a personalised interactive web- and mobile responsive format, a video format, a podcast or a simple PDF. Financial institutions can also choose to access the underlying algorithms via APIs.

Commenting on the award Mathieu De Baets, Product Manager for StoryTeller, said: “Digital engagement with their customers is more important than ever for financial institutions, and hyperpersonalisation is the future of customer reporting. StoryTeller drives new levels of end-customer engagement, taking portfolio performance reporting into the 21st century and delivering genuine moments of delight.”

Jonathan Gane, Chief Sales Officer, added: “We are honoured to have won the award from Wealth & Finance International. StoryTeller is the perfect embodiment of our “innovation culture” at InvestSuite, with a team that operates at the intersection of markets, technology and design. We are experiencing huge interest for the solution from financial institutions all over the world.”