Case Study CX save at the buzzer! DataMotion delivers secure client-advisor communications for wealth management firm Challenges: Replace a critical software platform with secure message center functionality integrated via API into a high-volume client services portal - ensuring seamless advisor support, complete access to past messages, no disruption to familiar communications – all while advancing data security compliance. Solutions: DataMotion secure message center 2 Background This project was conducted on behalf of a major financial services (finserv) company known for its extensive asset management, advisory and insurance services. With more than $875 billion under management and administration, its network of roughly 10,000 financial advisors serves more than

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