AssetMark Awarded Sitecore Innovation Award


XCentium, a full-service digital consultancy firm, today announced that one of its clients – AssetMark has been awarded the Sitecore Experience Award for most innovative solution for 2014. The Sitecore Experience Awards celebrate the achievements of Sitecore customers and partners who have used the Sitecore Experience Platform to deliver exceptional experiences for an organization’s customers as well as measurable business results.

AssetMark®, Inc. is an independent provider of innovative investment and consulting solutions serving financial advisors. AssetMark provides investment, relationship and practice management solutions that advisors utilize in helping clients achieve their investment objectives and life goals. AssetMark engaged XCentium to design and build a native application to house content and tools that independent financial advisors can use to present their  approach to portfolio construction to investors.

XCentium’s user-experience team worked with AssetMark marketing, product and business groups to design a new, native user experience and visual design. Since AssetMark was already using Sitecore Experience Platform and Sitecore had all the content needed for the application, XCentium decided to leverage Sitecore as the central content repository for the application. AssetMark also wanted the flexibility for the application to be available on both iOS® and Android® tablets and thus Xamarin® Platform was used to target the application for both operating systems. All content and views required for the application were built in Sitecore and then rendered securely as JSON for the application. When launched with internet connectivity, the application synchronizes with the secure server to identify via checksums if any changes have been made (views/screens/dynamic calculators/data/etc.) and after authentication intelligently updates the content and related functionality

When used in the field where internet connectivity might not be available, the application launches with the existing data and functionality in a disconnected mode – allowing full mobility to the advisors – at a golf course, in a plane or on a cruise.

The new application has been a huge success for AssetMark and its advisors. AssetMark does not need to release a new version of app when new content is available and can update content any time. Risks related to out-of-compliance content or inaccurate data being used by advisors has been reduced significantly.

 

“AssetMark is very pleased to be recognized by Sitecore with the 2014 Digital Innovator Award,” said Dan Warburton, Director, Mobile Channel and Digital Content Management at AssetMark. “With XCentium’s expertise in leveraging Sitecore, our innovative solution enables AssetMark to support our advisors in more effectively using mobile technology in their businesses. The AssetMark Advisor app gives our advisors the ability tell their investment story anywhere, anytime. Using our app, financial advisors can now clearly communicate how their approach to portfolio construction can help investors have more confidence in investing, especially during times of market volatility.” 

“We are very proud to have received this year’s innovation award” said Amrit Raj, Managing Partner at XCentium. “We are greatly thankful to AssetMark for this great partnership and Sitecore for selecting the AssetMark Advisor App as the most innovative solution. Sitecore last month announced the availability of Sitecore Mobile SDK (software development kit) for Xamarin. Through this partnership, content from the Sitecore Experience Platform can be used natively across multiple mobile platforms. We are glad to see both Sitecore and Xamarin acknowledging our approach of leveraging Sitecore and Xamarin to create winning native mobile experiences. This award exemplifies our commitment to creating winning digital experiences using Sitecore Customer Engagement Platform. We are honored to be the only Sitecore Partner to have received two Sitecore Experience Awards for 2014.”

About AssetMark

AssetMark, Inc. is an independent provider of innovative investment and consulting solutions serving financial advisors. AssetMark provides investment, relationship and practice management solutions that advisors utilize in helping clients achieve their investment objectives and life goals. The firm has approximately $25 billion in assets on its platform and a history of innovation spanning more than 20 years. AssetMark works in collaboration with independent advisors who make a difference in the lives of their clients. For more information, please visit www.assetmark.com.

SEARCH ARTICLES