Engage retail & pension investors
Transform ESG into an experience for your clients, with transparency and shareholder voting.
Tumelo helps you
Attract
new clientsby enhancing
your proposition
Increase assets
under managementthrough increased
client engagement
Keep up with
regulationon transparency, ESG
and stewardship
Give clarity
Provide full transparency over your clients’ underlying holdings
Check out our demo
Connect your clients
to issues they care about at companies they own
How it works
Our software integrates seamlessly into your existing investment solution:
Client engagement management
Notification systems
Data feeds via APIs
App & Desktop interfaces consistent with your brandingWhat our customers have to say
We ran a pilot study with a leading pension provider and invited 100 of their existing clients to test our dashboard. After two weeks we asked them what they thought and analysed the way they used our service.
We achieved an
engagement of
more than 15X the
industry average
engagement of
more than 15X the
industry average
We saw 75% of
users exercise their shareholder vote
users exercise their shareholder vote
We transformed the client experience
