Services

As experts in the Wealth Management platform, KDI can be involved in every stage of creation and implementation. Our extensive skills encompass all aspects of implementation and operation, including business requirements definition, development of functional specifications for client approval, system design, and overseeing development teams customizing software to fit specific client needs. Typically, we are on-site at the Bank's locations handling client contact, providing functional and technical training and support, and resolving any and all troubleshooting issues that arise.

Our focus is on two main components of Platform creation:

Process Engineering: Establishing proper processes and procedures for daily business, with an emphasis on effective use of the technology platform to maximize efficiency and risk management
Business Integration: Communication, Education and Coaching to ensure successful adoption of changes.