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GE Private Asset Management

GE Private Asset Management screen shot
GE Private Asset Management logo
  • Building a financial services resource for investment professionals and potential customers.
  • URL: www.gepam.net
  • Launched: 2001

Overview:

GE Private Asset Management (formerly Centurion Capital Management) designs and implements customized wealth management solutions to meet the ever-changing needs and lifetime financial goals of individual investors.

Currently, they manage more than $2 billion in assets for over 15,000 clients worldwide. GE turned to imagistic for help redesigning and re-branding their Web site and to help them find ways to make their financial advisors more effective and customer focused.

Solution:

  • imagistic re-designed and re-architected the entire site and organized its vast amount of content, creating greater customer accessibility to valuable resources and information and re-creating the Web site as an investment resource for customers and investment professionals
  • As part of the entire redesign, imagistic created the "WealthCOMPAS" application that allows GE Investment Professionals and clients to enter financial data into a dynamic/intelligent questionnaire
  • GE Investment Professionals use the WealthCOMPAS to walk their customers through a series of profiling questions that are based on how the customer answers the previous questions
  • The engine delivers a final customized Investment Profile that includes specific GE investment product recommendations

Results:

  • GE Private Asset Management now has a Web site that allows their network of Investment Professionals save time while providing a valuable interaction with customers by quickly and efficiently assessing their investment needs.
  • Additionally, GE is able to gather and analyze client financial data to provide more personalized and relevant information and services.
  • To date, GE Investment Professionals have created over 10,000 WealthCOMPAS portfolios and imagistic continues to provide technology and Web services for this client.