Customer Engagement for a Bank’s Wealth Manager App



Our client, one of world’s largest banks, provides a custom wealth manager iPad app to its elite clientele as a channel for personalized content and brand engagement. However the app administrators were finding it increasingly difficult to manage content provision and app administration seamlessly.


Xerago was approached to offer recommendations on how to alleviate the situation. Xerago conducted a thorough analysis and found the following

  • The app’s target audience was scattered across the globe
  • Each member of the target audience had to receive location-specific content that was tailored to suit their specific interests
  • Content updation and parsing was handled manually and administrators had to approach their creative partners to upload and update content at each instance

Xerago proposed a solution where, a back-end admin panel would empower the app administrators to update and maintain the app by themselves. Xerago built a back-end web service through which administrators were able to upload and manage content as and when required, without the intervention of third party partners. Xerago utilized PHP using the YII Framework to create the backend so that all the uploads could be parsed by the backend and displayed as web content on the app’s user interface. Xerago also created a ‘Super Admin’ and several region specific ‘Sub Admin’ accounts so that each region’s target audiences’ content requirements and strategies could be handled by the respective dedicated administrator.


As a result of Xerago’s solution, the client’s reliance on third party intervention for content updates reduced significantly. The bank was able to push tailored content such as reports, market insights and videos based on the customers’ diverse interests faster and consolidate its management under a single panel. As a result the client’s privileged customer demographics recorded an increase in the number of the App downloads and also an increase in overall customer – content engagement.

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