PORTFOLIO
EXPERIENCE LIBRARY
My Wealth:
Experiences for high-value customers
The Flybits My Wealth Suite enables your teams to provide your customers the high level of superior, highly personalized service they expect. From portfolio management to lifestyle offers, networking opportunities and advisory services, our suite of templates allow you to deliver personalized context-relevant offers and engagement to your high-value customers.
EXPERIENCE LIBRARY
My Wealth:
Experiences
for high-value customers
The Flybits My Wealth Suite enables your teams to provide your customers the high level of superior, highly personalized service they expect. From portfolio management to lifestyle offers, networking opportunities and advisory services, our suite of templates allow you to deliver personalized context-relevant offers and engagement to your high-value customers.
MY WEALTH EXPERIENCE PORTFOLIO MODULE
Automate portfolio interactions
The Portfolio Management module with My Wealth is an always-on solution that elevates customer experience by delivering highly personalized and context aware information around investment opportunities, advice, financial market news and more.
FAMILY
TRAVEL
ESG
MARKET NEWS
MY WEALTH EXPERIENCE PORTFOLIO MODULE
Personalize & automate
portfolio interactions
From our My Wealth Suite, you can easily access our Portfolio Management module and unlock an always-on solution that elevates cardholder experiences and drives acquisition, cross-sell, upsell, and usage stimulation. Provide personalized investment opportunities, advice, financial market news, and more.
MY WEALTH EXPERIENCE PORTFOLIO MODULE
Automate portfolio interactions
The Portfolio Management module with My Wealth is an always-on solution that elevates customer experience by delivering highly personalized and context aware information around investment opportunities, advice, financial market news and more.
Deliver the right experience, at the right moment, to the right client and see results like this…
Increase in digital traffic
0 %
Increase in customer engagement
0 %
Improved mobile offer engagement
0 %
How we package wealth expereinces
We provide flexible data ingestion of your data sources which can come from categories such as wealth profiles, foreign exchange currencies, market research, and portfolio segments. We then orchestrate templated experiences based on customer use cases to drive more value out of your existing assets. Our experience templates will significantly increase your speed to market and help you quickly scale by offering 10-20 times the volume of new use cases.
MY WEALTH EXPERIENCE LIFESTYLE MODULE
Luxury lifestyle experiences with a digital concierge
Differentiate your digital channels by moving beyond banking and providing your customers value beyond their financial transactions and assets. Offer exclusive luxury travel and retail recommendations, high-profile event and networking opportunities, philanthropic endeavors, and more.
HIGH PROFILE EVENTS & NETWORKING
+ MORE
PHILANTHROPIC
ENDEAVORS
TRAVEL
RETAIL
RECOMMENDATIONS
MY WEALTH EXPERIENCE LIFESTYLE MODULE
Luxury lifestyle experiences with a digital concierge
Differentiate your digital channels by moving beyond banking and providing your customers value beyond their financial transactions and assets. Offer exclusive luxury travel and retail recommendations, high-profile event and networking opportunities, philanthropic endeavors, and more.
Podcast
Bad data sells
better data serves
More than ever, data and applied analytics help transform business models and create more personalized, streamlined experiences tailored to the needs and preferences of customers. Watch Jim Marouse and Hossein Rahnama, CEO and Founder of Flybits, discuss how data can strengthen relationships and transform customer interactions in an entirely new way.
Elevate your customer experience design capabilities
Drive up to 30% in incremental sales and improve marketing ROI by up to 22% with personalized onboarding and activation experiences
Increase engagement rates by 20-30% by securely delivering relevant and valuable card experiences across the customer lifecycle
Go live in record time with a one-time integration that can have you up and running in less than 12 weeks