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Asset Management

Client Community Portal

Complexity
High
Timeline
14-18 weeks
Outcomes
4+

Challenge

Limited investor engagement with no platform for investor networking, education, and peer-to-peer knowledge sharing.

Solution

Build investor community portal using Experience Cloud with forums, knowledge base, event management, and peer networking features.

Key Outcomes

  • Active investor community platform
  • Self-service knowledge resources
  • Investor networking opportunities
  • Enhanced investor engagement

Tags

investor-relationscommunityasset-managementexperience-cloudengagement

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Implementation Timeline

14-18 weeks
High Complexity

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