Keesystem is breaking new ground with MyKeeApp, a client portal designed to meet the expectations of today’s high-net-worth clients. By centralizing access to wealth management data and integrating advanced digital tools, MyKeeApp transforms the client-advisor relationship while simplifying wealth management in a 100% mobile environment. Interview with David Crépin, Deputy Managing Director & Head of Sales at Keesystem.
In an environment where the expectations of high-net-worth clients are evolving rapidly, what insights led to the creation of MyKeeApp, and what key challenge are you seeking to address?
The redesign of MyKeeApp stems from a clear observation: high-net-worth clients today expect a seamless, mobile, and transparent relationship with their wealth manager. However, existing apps often lacked user-friendliness, clarity in portfolio visualization, and responsiveness in accessing information. MyKeeApp was therefore redesigned to address a central challenge: putting the user experience back at the heart of wealth management. Our goal is simple: to offer a consolidated, real-time view of assets, accessible 24/7, while strengthening the quality of the relationship between client and advisor.
How does MyKeeApp redefine the relationship between wealth managers and their clients in an increasingly digital world?
MyKeeApp does more than just digitize the relationship—it reinvents it. The app becomes a true extension of the advisor, who can now maintain a direct, personalized, and secure connection with clients without relying on traditional channels.It provides access to daily wealth management information, featuring clear dashboards, intelligent portfolio segmentation, and a conversational interface that streamlines communication. The result is a more proactive, transparent relationship that better aligns with the high standards of end clients.
Asset consolidation is a key challenge for high-net-worth clients: how does MyKeeApp simplify this visualization?
One of MyKeeApp’s major strengths is its ability to present, at a glance, an aggregated view of a client’s entire wealth, regardless of its complexity.Through an intuitive interface, financial and non-financial assets are categorized and presented according to distribution or allocation criteria. Key metrics (valuation, liabilities, allocation, performance) are contextualized, tracked over time, and easily accessible. This visual consolidation serves as a decision-making tool for both the client and their advisor.
How does integrating the KYC questionnaire into the app meet compliance requirements while streamlining the customer journey?
We have integrated the KYC module directly into MyKeeApp to simplify a step often perceived as burdensome. Clients can now fulfill their regulatory obligations securely from their mobile devices via a guided and intuitive process. For portfolio managers, this means compliant, fast, and centralized data collection. For the end customer, it’s a smoother, more modern experience that aligns with the service standards they’re accustomed to in other premium sectors. Learn more here.
