d1g1t, a leading enterprise wealth management technology provider, and Mako Financial Technologies, a provider of next-generation workflow technology solutions for the financial services industry, announced a strategic partnership to deliver unified client management and core portfolio management workflows.
This collaboration brings together Mako’s expertise in digital onboarding, KYC oversight, and operations automation with d1g1t’s institutional-grade analytics engine and unified wealth management platform. Already, Mako and d1g1t have been engaged with several clients to gather feedback and lay groundwork for a fully integrated advisor and client experience.
The partnership is designed to reduce manual processes, enhance data accuracy, and accelerate processing times – ultimately enabling faster revenue realization and real-time data connectivity for advisors. Together, d1g1t and Mako will deliver digitally integrated client and advisor portal data, streamline the migration of large books of business, and uphold institutional-grade compliance standards throughout the process.
Also Read: Stibo Systems Launches MDM SmartSync™ for Salesforce to Deliver AI-Ready Customer Data and Strengthen Trust
“We share d1g1t’s philosophy of an elevated, engaged client experience,” said Raphael Bouskila, Mako’s founder and President. “This partnership will deliver on that philosophy with seamlessly integrated tools.”
The management consultancy McKinsey has identified that wealth advisors spend 60-70% of their time on non-advisory activities like paperwork and product research. Mako’s workflow solutions, combined with d1g1t’s comprehensive wealth management platform, will significantly reduce the time advisors spend on fragmented and manual processes – enabling a digital business model that streamlines workflows, arms advisors with real-time intelligence, and delivers the best digital client experience.
“We’re excited to join forces with Mako to help firms deliver the modern digital client experience investors’ demand,” said Dr. Dan Rosen, CEO and Co-founder, d1g1t. “By bringing together our industry-leading platforms the integrated solution delivers a fully digital, end-to-end experience that automates onboarding, ensures data consistency throughout the investor journey, and empowers advisors to focus on what matters most, serving their clients.”
As part of the partnership, the integrated solution is available today to firms in both the US and Canada. Initial integration efforts and client pilot programs are expected to be announced in the coming months. Parties interested in leveraging the solution should communicate directly with their Mako or d1g1t contact point to schedule a conversation.
Source: BusinessWire
