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Award-Winning Investment House Killik & Co Chooses CREALOGIX Invest to Continue Innovating Digital Investor Services

Killik & Co, the independently owned investment house, continues innovating its investor self-service systems using the digital engagement platform offered by CREALOGIX. The product will allow Killik & Co to unify the design and user experience of mobile and desktop digital channels, and extend functionality via product updates and third-party integrations.

 CREALOGIX has provided digital investment software and IT services to Killik & Co for the past eight years. The current collaboration sees Killik & Co deploying the latest version of the software product CREALOGIX Invest. As a global specialist in financial technology, CREALOGIX offers software-as-a-service digital engagement platforms which enable wealth management firms and other financial institutions to deliver bespoke and elegantly-designed digital customer experiences. Focusing on the user experience layer, the software can interact with data from any existing systems, and can thus be leveraged by financial brands without the requirement to change their underlying back-office systems.

Killik & Co was recently recognised as ‘Wealth Manager of the Year’ at the Financial Times & Investors Chronicle Wealth Management Awards. With a vision to make the benefits of investing available to all, the firm has been at the forefront of digitally accessible services since the earliest days of internet investing in the early 2000s. Now, in a world dominated by smartphone services, Killik & Co continues to innovate with a focus on delivering an intuitive and convenient mobile user experience for their investors.

Killik & Co chief operating officer Clem MacTaggart said: “Our customers value the convenience of accessing their investments 24/7 via their smartphone or computer. Increasingly, the quality of these digital channels defines investors’ perception of our overall service. The ability to design the user experience to match our brand’s high standards is an important strength of the digital wealth management product from CREALOGIX. We strongly believe that continuing to invest strategically in our technology is key to building our competitive strengths and the quality of experience for our growing customer base.”

Broadening access to high-quality investments

Offering customers self-service portfolio and investment services via digital channels enables Killik & Co to give investors early access as new asset classes and investing approaches emerge in future. The software solution to be deployed by Killik & Co is CREALOGIX Invest, which is focused on delivering a flexible and extensible end-customer user experience. The SaaS product can be customised and extended completely independently of underlying core banking and back-office systems. This modular solution provides financial brands with a fast time to market when updating or rolling out new digital investor products and services.

“We’re delighted to continue our long-standing and close partnership with Killik & Co, which is truly a digital leader in the private client wealth management space. We are proud to deploy our technology to support their mission of improving people’s financial wellbeing,” commented David Joyce, CEO at CREALOGIX UK.