Empowering SBS Wealth customers with data-driven insights to keep financial goals on track.
Leading the way in data-driven digital financial advice. By replacing a legacy investment platform into a modern, scalable app we laid the foundation for a future of AI-powered financial advice helping SBS Wealth expand their reach while maintaining their human touch.
Together we
- Delivered a modern, intuitive investment platform to support more New Zealanders on their journey to financial independence.
- Scaled a personal approach to financial advice through powerful tailored digital communications that deliver the right guidance at the right moment.
- Laid the foundations for AI-powered advisory services and automated goal tracking to define the future of digital financial advice.
150%
Usage increase compared to the existing online investment management tool.
Moving positive in-person relationships to a modern investment platform
With strong customer relationships through their personalised approach to financial advice, SBS Wealth wanted to expand into a digital channel without losing the human side. However, their aging online investment tool was limiting their ability to help people meet their financial goals.
With growing demand for digital financial services, SBS Wealth needed a solution to serve current customers better and lay the groundwork for future AI-enhanced advice, without losing the personal touch that differentiates them in the market.
Growing sustainable long-term returns
SBS Wealth want their customers to grow ‘sustainable long-term returns’, a goal we share in our partnership. By deliberately designing ways of working to build trust, learn from each other, and support flexible thinking, we formed a tight, collaborative relationship. This open approach enables rapid decision-making to speed up delivery and reduce project risk. Our long-term product relationship aligns on a vision of the future where SBS Wealth leads the way in digital financial advice.
"This is a quote about how impactful the work has been to SBS. Might be a few lines or sentences, for example going longer, a bit more, who knows, maybe this long! Yay quote.”
Rich Phillips, Project Owner, SBS Wealth
Design for the future, build for now
SBS Wealth’s vision needs a platform to serve today's customers well while enabling tomorrow's AI-powered advisory services. The foundation of this transformation was rebuilding their online investment management app from the ground up. We helped SBS Wealth define and deliver a strategic MVP to immediately improve the customer experience while creating the technical architecture for future innovation. By prioritising core functionality — clear portfolio dashboards, seamless account access, and interactive balance visualisation — our effective and systematic design and development processes delivered immediate value while building the scalable platform needed for advanced features like AI-powered guidance and automated goal tracking.
Better product decisions through real-time actionable insights
Integration with Mixpanel provides valuable real-time insights about how people are using our new app. It provides immediate answers to key questions about people’s behaviour, helping SBS Wealth prioritise improvements from data-driven insights to make more informed product decisions and support their customers’ growth.
Personalised advice for a new level of customer reach
Leading the way in digital financial advice requires contextual, personalised and flexible communications, alongside human expertise. SBS Wealth’s knowledgeable advisors have great relationships with their customers. Using Atomic’s messaging platform enabled us to scale this personal approach through automated, contextually-aware content. Atomic delivers helpful, time-sensitive, tailored communications that feel more personal than bulk-sent messages, while reaching more customers than traditional one-to-one advisory relationships allow. It’s a powerful new way to empower people to make smart financial decisions.
A robust platform to scale with big ambitions
Our technical platform is the foundation of delivering a long-term product roadmap for SBS Wealth.
Unified authentication layer:
Security is second nature to us, so we implemented enterprise-grade security protocols to ensure ease of access and robust customer protections.
‘RoboAdvisor’ API development:
Intelligent risk assessment capabilities that analyse customer profiles to provide tailored investment guidance to help keep people’s financial goals on track.
Seamless customer transition:
Efficiently and effectively delivering a complex migration of customers from the old platform to the new platform, giving everyone easy access to their investments anytime, anywhere.
Enabling more Kiwis to reach their financial goals
Having financial information at their fingertips empowers people to make smart decisions to grow their wealth, and this is just the beginning. With our fintech expertise and SBS Wealth’s financial knowledge, we’re unlocking the new opportunities a modern tech stack brings. Through an investment platform leading the way in data-drive digital financial advice, more Kiwis can reach their financial goals for a brighter future.
"This is a quote about how impactful the work has been to SBS. Might be a few lines or sentences, for example going longer, a bit more, who knows, maybe this long! Yay quote.”
Morne Redgard, CEO, SBS Wealth
