PNC Wealth Management
PNC Wealth Management provides comprehensive wealth management services to individuals, families, and institutional investors through its 4,000 advisors and wealth professionals nationwide. The firm offers a wide range of investment products and services, including asset management, portfolio management, financial planning, retirement planning, estate planning, and tax planning.
Provide an experience that new customers can open and communicate with their advisors during the opening account process. As well as provide a new product that existing customers can get an overview of how PNC is handling their investments and retirements accounts.
We created a new digital customer portal where users and advisors can visit on their own time to fill in all needed information for move assets and opening accounts. This cures a few client complaints that circled around transparency and gotchas that happened late in the process.
Users with accounts can get a granular details of their holding's performance, track their monthly income or make changes to their portfolios risk factors.
Dressing up the existing PNC Bank branding to fit a more high-end experience.
Providing a portal users can track asset transfers and account opening.
Users can compare, change and inspect their investments.