Overview

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

Solution

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
• Programming