skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration

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

Recommended Articles

  • Service Provider Markets, Consumer & Entertainment Services,...

    MWC 2018 Highlights

    By Ronan De Renesse 27 Feb 2018

    Over 20 of our senior Ovum analysts and consultants attended this year’s Mobile World Congress in Barcelona at the end of February. In between meetings, briefings and presentations, our analyst team were blogging and tweeting about key developments, trends and rumors. Have a look through our daily MWC 2018 Highlights to find out what happened.

    Topics 5G AI IoT Cloud Payments SDN/NFV Smart home

  • Internet of Things

    IoT Viewpoints 2018

    IoT Viewpoints explore the IoT opportunity in 2018 and beyond. Download our latest e-book to get our newest collection of thought leadership articles on the emerging IoT trends, technologies and opportunities.

    Topics IoT

  • Consumer & Entertainment Services

    US pay TV: Is it facing an existential threat?

    By Adam Thomas 28 Mar 2018

    With US pay TV having endured the worst year in its history, thoughts have inevitably turned to the future. The likelihood remains that the immediate future will remain highly uncomfortable for everyone except the scaled multinational digital platforms.

;

Have any questions? Speak to a Specialist

Europe, Middle East & Africa team - +44 (0) 207 017 7700


Asia-Pacific team - +61 (0)3 960 16700

US team - +1 646 957 8878

Email us at ClientServices@ovum.com

You can also contact your named/allocated Client Services Executive using their direct dial.
PR enquiries - Call us at +44 788 597 5160 or email us at pr@ovum.com

Contact marketing - 
marketingdepartment@ovum.com

Already an Ovum client? Login to the Knowledge Center now