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GE Private Asset Management

GE Private Asset Management
Client

GE Private Asset Management

Services we provided
  • Business Technology Strategy
  • Custom Software Solution
  • Project Planning / Management

The Client

GEPAM is the private investment branch of GE Capital Management, who serve individuals wishing to invest in their markets.

The Challenge

GE Private Asset Management required the development of a custom adaptive survey tool for investment bankers to use while interviewing clients.

The Solution

[iS2 Digital] designed the questionnaire flow, backend architecture, and look and feel for the WealthCOMPAS Interactive Questionnaire.

Project Details

  • Built-in decision making logic to ask the appropriate questions
  • Summary page for suggested financial instruments
  • Ability to generate contracts on demand
  • Technical plan to support the desired functions

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