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Introduction

This enterprise case study examines how wealth management platform vendor SEI worked with mobile consultancy Mubaloo to create a mobile application that provides financial investors with real-time insight into their investment and retirement accounts.

Highlights

  • Wealth advisors have felt increasing pressure from customers to provide digital access to investment portfolios. This encouraged SEI to launch a mobile app powered by the SEI Wealth PlatformSM.
  • After extensive user testing, SEI launched a native mobile application for both the iOS and Android operating systems, providing consumers with secure access to their wealth portfolios via their chosen mobile devices.

Features and Benefits

  • Learn from the process that SEI went through to develop, deploy, and commercialize its wealth management mobile app.
  • Identify best practices in terms of project managing a custom enterprise app deployment.

Key questions answered

  • What does SEI's mobile app do and how is it giving the company a competitive advantage?
  • How did SEI identify Mubaloo as the right development partner to work with?
  • What are the ongoing outcomes of the project?

Table of contents

Summary

  • Catalyst
  • Ovum view
  • Key messages

Recommendations for the wealth management industry

  • Recommendations for enterprises

SEI and Mubaloo: building an app to enable mobile wealth management

  • Company overview
  • The importance of giving customers mobile wealth management capabilities
  • SEI selected a mobile application that could be customized according to user needs
  • SEI selected Mubaloo to help deliver the mobile app
  • Bringing the strategy to life

Lessons learned

  • Strong project management skills are required to coordinate development activities
  • Use prototypes and customer testing to ensure the solution meets customer requirements
  • Use the skills and experience of specialist vendors and enter into a true partnership

Appendix

  • Methodology
  • Further reading
  • Author

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