ONESuite: A data driven platform for wealth managers to communicate and engage.

CCM / CX Solutions for Wealth Management

O’Neil Digital Solutions has a rich history of providing wealth managers and organizations with the expertise, insight and infrastructure needed to know and understand their customers, effectively communicate with them, and build stronger, sustainable relationships.

Data and intelligence about your wealth management clients is essential to ensuring meaningful, contextual communications and effective engagement. O’Neil’s ONEsuite platform leverages our 50+ year heritage of turning complex investment data into actionable insights to drive better results. Leveraging next-gen technology and machine learning, the innovative platform provides a comprehensive end-to-end client communication solution to enable digital transformation. With ONEsuite, transform technical disruption and evolving client engagement preferences into opportunities to strengthen relationships and build brand loyalty.

Wealth Management Products

In 2021, 69 percent of wealth management clients worldwide agreed that technology has made investing cheaper and more efficient, and 57 percent agreed that digital tools have improved investment decision-making.
Private wealth management has developed significantly in the recent years as a result of growth of affluence worldwide. The number of millionaires in North America more than doubled between 2010 and 2020.

ONEsuite has all the tools that wealth managers need to really know their clients, communicate with them more effectively, and improve engagement and satisfaction.

Communication Management for Wealth
Managers: We are the Experts.

O’Neil Digital Solution’s integrated data-driven solutions help you unlock insight into the uniqueness of each customer to provide the next-best-action for engagement.

Are you ready to
digitally transform and improve
customer communications?

Please contact us for more information on our solutions for Financial Services.

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