Project Overview

GE Private Asset Management required the development of a custom adaptive survey tool for investment bankers to use while interviewing clients.
Solution

Imagistic designed the questionnaire flow, backend architecture, and look and feel for the WealthCOMPAS Interactive Questionnaire.

GE Private Asset Management
Project Details
  • Built-in decision making logic to ask the appropriate questions
  • Summary page for suggested financial instruments
  • Ability to generate contracts on demand
  • Technical plan to support the desired functions
Services
  • Business Technology Strategy
  • Custom Software Solution
  • Project Planning / Management
About GE Private Asset Management
GEPAM is the private investment branch of GE Capital Management, who serve individuals wishing to invest in their markets.