New transactional service for our client NN Investment Partners
NN Investment Partners
Higher quality in Investment Fund Company
NN Investment Partners is one of the leading investment fund companies in Poland. In the spring this year the company joined the global Goldman Sachs Asset Management group.
The cooperation of e-point SA with NN investment Partners TFI to date has produced two successful projects: a corporate portal and a digital onboarding system for the company's clients. During this period we also managed to build mutual trust and understanding, which took us to our next joint venture - an investment fund platform - NNTFI24.pl.
Digital brand experience at every stage of the customer journey
The platform project is a culmination of the next stage of the digital transformation of NN Investment Partners TFI. Consequently, the entire customer journey, from building engagement (the portal), through the first transaction and onboarding, up to self-service, can be fully digitally supported.
The new platform, contrary to traditional channels, offers a highly user-friendly experience - users can analyse and buy funds on their own. Users can also easily establish individual IKE and IKZE pension fund accounts and build their own pension plans. The platform's starting point is the navigation pulpit which can state the investment portfolio balance and allows for the investment analysis.
E-commerce with Investment Fund Company specifics
The NNTFI24.pl platform project was inspired by e-commerce services. The greatest challenge we faced was to effectively combine intuitive ways of acquiring funds with the realities of a highly regulated financial industry.
Key platform functions involve:
Dashboard - a navigation pulpit with investment statuses of particular products, divided into investments/the pension and statistics along with the client portfolio analysis;
Client process service — giving remote instructions of acquisitions, conversions, etc.;
Processes of establishing new products — based on IKE/IKZE - including the processes of transferring products from other financial institutions and performing an immediate multi-step authorisation;
Displaying transaction history;
Transparent presentation of listings;