Flok - SaaS Investment platform
Platform for digital investment business. These are digital savvy investor base of asset management firms. These wealth and asset management firm who focus on driving growth by creating personalised wealth plans for their customers.
Our
Challenge
In a digital world where customer experience is evolving and attention and engagement is hard to retain, asset managers need tools to personalise proposals, create engaging content at investment review meetings and overall activate digital consumption of their firms research.
- Develop easy-to-find and easy-to-navigate Crypto, trading investment platform.
- Flok dashboard for asset manager - showing portfolio of customer and their Floks for better portfolio planning
Solution &
Result
Our strategy was to introduce a platform that features Fintech, Crypto, investments, trading, stock options, and other features.
- Flok sentiment of other investors and stock recommendations
- Flok news feed for investor preference
