Enhancing Wealth Management Through Agile-Low Code Integrated Platforms: A Case Study on User Experience and Efficiency Gains
Keywords:
wealth management, agile methodologies, low-code platforms, UnqorkAbstract
Wealth management is revolutionised by the integration of agile methodologies with low-cost platform which helps in enhancing operational efficiency, user engagement, and regulatory adaptability. The aim of this study is to examine the implementation of Unqork’s no-code technology in a large-scale wealth management firm where Account Management, Client Servicing, and Onboarding processes are unified into a single digital interface.
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