Leading UK Wealth Management Platform × Chickpea
Transforming quarterly reporting into a personalised, interactive and measurable client experience.
Turn mandatory financial reporting into a client experience that drives understanding and action.
A leading UK wealth management platform wanted to transform the way clients received and engaged with their quarterly investment reports.
Traditionally delivered as lengthy PDFs, these important communications could be overlooked or difficult for clients to fully understand, while providing limited visibility into whether clients had engaged with or understood the information being provided.
Simplify complex financial information
Increase client engagement and understanding
Provide measurable evidence of client interaction
Improve compliance and auditability
Drive action on important reporting communications
Turn complex financial information into a personalised, adviser-led experience.
Chickpea transformed the traditional Quarterly End Report into a fully personalised, interactive video experience. Each client received a dynamic video delivered through a digital avatar of their financial adviser, paired with pro-clone voice technology reflecting the adviser’s natural tone and accent.
The adviser guided each client through their individual investment position.
By combining personalised client data with the familiar presence of their adviser, complex financial information was transformed into a clearer, more engaging and accessible client experience.
Personalised. Adviser-led. Interactive. Measurable. Built to scale.
Extend the adviser relationship beyond the meeting.
The experience went beyond simply presenting information.
Interactive prompts asked clients to confirm whether they understood their investment position, with personalised response journeys adapting according to their answers.
Clients could then securely access and download their full quarterly report directly from the experience.
This enabled the wealth management platform to maintain a human, adviser-led experience at scale, while capturing real-time insight into:
From communication to understanding, action and evidence.
From static reporting to measurable client engagement.
Move beyond communication. Evidence that your clients understand.
The interactive experience enabled clients to actively confirm whether they understood their investment position, creating measurable evidence rather than relying solely on communication delivery.
For the wealth management platform, this created real-time visibility into client engagement, understanding and follow-up requirements, providing advisers with actionable insight into where additional support may be required.
This transformed quarterly reporting from a communication that was simply sent into an experience that could be measured, evidenced and acted upon.
Better client outcomes. Greater adviser insight. Measurable evidence.
Traditional reporting can tell a firm that information was sent. Personalised, interactive communication can show whether a client engaged, understood and acted.
That creates a fundamentally different client communication model - one that combines the trusted adviser relationship with measurable data supporting better client outcomes and more informed follow-up.
From static PDF to personalised, measurable client experience.
The Quarterly End Report was transformed from a traditionally static communication into a human, interactive and auditable digital experience.
The underlying campaign demonstrated how personalised video, adviser avatars and interactive engagement could transform mandatory reporting while retaining the trusted adviser presence.
The opportunity extends far beyond quarterly reporting.
The same personalised, interactive and measurable approach can be applied across key moments throughout the wealth management client journey - extending the adviser relationship while creating greater visibility into client engagement and understanding.
Turn client communication into measurable client understanding
Deliver personalised, adviser-led experiences at scale - with the data to evidence engagement, understanding and action.
Move beyond simply delivering communication. Create measurable client experiences that strengthen the adviser relationship, support better client outcomes and enable more informed follow-up.