BB&T is a large national bank with a local personality. Their challenge: Deliver a best in class web experience for their wealthiest clientele so that they would become the most admired and trusted wealth advisory partner in the industry.
To do this we created a unique digital experience that aggregated all of the useres accounts and data onto one secure platform and served it back up to the user as a device aware dashboard. From there they could connect directly with their advisor, screen share, watch real time trending of their accounts, track progress toward savings and investing goals, and compare, contrast, and receive feedback on their investments socially.
Simply put, a wealth experience that sets the bar for managing and monitoring ones wealth.