GE Private Asset Management
GE Private Asset Management required the development of a custom adaptive survey tool for investment bankers to use while interviewing clients.
Who They Are: GEPAM is the private investment branch of GE Capital Management, who serve individuals wishing to invest in their markets.
Project Launched: 2002
imagistic designed the questionnaire flow, backend architecture, and look and feel for the WealthCOMPAS Interactive Questionnaire.
End benefits for GPAM:
- Built-in decision making logic to ask the appropriate questions
- Summary page for suggested financial instruments
- Ability to generate contracts on demand
Success derived since its launch in 2002:
- Technical plan to support the desired functions
imagistic service contributions:
- Project management
- Information architecture