PNC Wealth Management

PNC Wealth Management provides comprehensive wealth management services to individuals, families, and institutional investors through its 4,000 advisors and wealth professionals nationwide. The firm offers a wide range of investment products and services, including asset management, portfolio management, financial planning, retirement planning, estate planning, and tax planning.

The Challenge

Provide an experience that new customers can open and communicate with their advisors during the opening account process. As well as provide a new product that existing customers can get an overview of how PNC is handling their investments and retirements accounts.

The Solution

We created a new digital customer portal where users and advisors can visit on their own time to fill in all needed information for move assets and opening accounts. This cures a few client complaints that circled around transparency and gotchas that happened late in the process.

Users with accounts can get a granular details of their holding's performance, track their monthly income or make changes to their portfolios risk factors.