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GE Private Asset Management

GE Private Asset Management
Client

GE Private Asset Management

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

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

The Client

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

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