Investment platforms
Engage your customers with a digital experience about the companies they own
Give your customers investment transparency and shareholder voting via Expression of Wish to dramatically increase engagement, loyalty and learning
Our technology helps investment platforms & pension providers to:
Innovate & entice
Grow your assets through consistent digital engagements
Engage your customers with a proactive, digital experience. Maintain engagement over the long-term with easy, actionable steps for customers to influence positive change through stewardship.
Build relationships
Improve brand loyalty to drive contributions & referrals
Prove your commitment to sustainability by giving your customers the clarity they are asking for. Connect with their personal values by letting them speak up on the stewardship issues most important to them.
Gain insight
Focus your stewardship, improve your products & appeal to new markets
Our insights help you learn what issues and companies matter to your customers and what they need from you. We help you to help them improve their financial literacy and, ultimately, their investment outcome.
I'd switch provider if they did something like this... I want a provider that makes me feel so in control and part of something like this...
Tumelo User,