The Client
Euromobiliare Advisory SIM is the Investment Intermediary of CREDEM group that offers high-level financial consultancy to both institutions and private clients, with a strong innovation orientation.
Services provided
THE CHALLENGE OF DIGITAL CONSULTANCY
EA SIM provides consultancy and specialised assistance through GWA (Global Wealth Advisory), the high-added-value services for financial planners and private bankers of Gruppo Bancario Credito Emiliano - Credem.
The challenge of EA SIM and AND EMILI is to take GWA to the digital channels, in order to provide professionals with all the advanced consultancy tools: from investments to welfare, from savings to life insurance, both at the desk on on the go.
THE ADVISORY PLATFORM
The GWA NeXT portal is the digital project of EA SIM and AND EMILI specifically thought to support consultants and promoters in the analysis and proposals to the client, with all the features of arobo advisor.
The Portal offers:
- Information on products and services
- Reports and Market analysis
- News on economy and markets
- Market data
- Tools for the analysis of financial products
- Calculators and simulators for going deeper into property consultancy
UX AT THE CENTRE
Navigation and user interface were thought for:
- better user experience
- discoverability of contents
- learnability of tools
- customisation of the tool on the basis of the user's professional needs.
Usage paths are regularly traced through surveys, interviews and statistical data, that also allow to record users' feedbacks.
TECHNOLOGY AND PERFORMANCE
The integration of many different data sources is essential for the success of the project: the software architecture is able to perform multiple downloads with an imperceptible impact on the user experience.
High reactivity and interface performance are guaranteed by Angular 12 asynchronous advanced technology.
The portal is available for desktops, tablets and smartphones thanks to a completely responsive interface.
In the Client's Words
« AND EMILI is a trusted business partner because it shares our business goals and can bring innovation into our projects for Digital Wealth Management and Robo for Advisory, with attention to concrete results. »
M. C. - Chief of Business line Digital Wealth Euromobiliare Advisory SIM
