Dedicated client relationships
At the heart of each DriveWealth powered investing experience lies the pivotal role of our Client Services team. These skilled professionals bridge the gap between our Brokerage-as-a-Service platform and each Client’s unique needs, acting both as the solution engineers of the integration and the ongoing touchpoint for the post-launch relationship.
Solution design
Design an engaging investing experience
At the outset, we pair Solutions Engineers with each DriveWealth Client to understand their specific objectives. By understanding the requirements of our diverse clients, our Solutions Engineers can configure our platform and stage the onboarding experience to address specific opportunities and deliver value quickly.
In addition to technical expertise, DriveWealth subject matter experts are available to provide perspective on US brokerage, legal, compliance, regulation, and operational readiness considerations. Our UI/UX team is also available to assist with design concepts or integration best practices as clients finalize their user journeys and investor experience.
Seamless integration
Guidance, consultation, and rigorous testing
We develop a customized integration project plan for each client’s onboarding, providing dedicated support for both technical and business work streams. From design and testing through funding and launch, our team works side by side with each clients via multiple channels (e.g. regular working meetings, dedicated Slack channel, robust developer documentation, and UAT services) to optimize the integration experience.
Following successful technical and compliance reviews, clients receive production system access, and their DriveWealth powered investing experience is launched.
Post-launch support resources
Ensuring a great client experience
Engagement between DriveWealth and our clients remains robust after initial launch. Each client is supported by our Relationship Management and Support teams, who provide ongoing business assistance, coordination with technical enhancements, operational matters, and compliance activities.
Additionally, each client has access to our support desk, automated ticketing system, and a document of Frequently Asked Questions.
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