Dunstan Thomas Software Solutions

Dunstan Thomas is a technology and consulting firm specializing in software solutions tailored for the financial services industry, particularly for wealth managers, platforms, and providers. Their primary offerings include:

Imago

Imago is a comprehensive suite aimed at simplifying pensions administration and enhancing user engagement. Key functionalities include:

• Savings and Retirement Tools: Integrated solutions to manage complex retirement planning processes.
• Policy Administration: Streamlined systems for managing client policies with efficiency.
• Client Portals: User-friendly access points for clients to interact with their financial data.
• Data Automation: Tools designed to automate data handling to reduce manual input and errors.

Imago emphasizes cost reduction while enhancing the overall user experience across advised and non-advised markets in a highly regulated environment.

Integro CX

Integro CX is an award-winning web application builder that facilitates personalized user experiences for wealth managers. Its features include:

• Low-Code Development: A framework that allows rapid development of web applications, making it accessible for teams with varying technical expertise.
• Customizable Dashboards: Tailored interfaces that adapt to user needs and preferences.
• Interactive Prototypes: Tools for creating quick prototypes to test user journeys before full development.
• Journey/Workflow Engine: Supports complex workflows to enhance user engagement.

Integro CX is designed to comply with Consumer Duty obligations, ensuring that financial service providers can effectively engage with their clients through modern portals. This platform helps in delivering secure, exceptional, and personalized experiences, further supporting the operational goals of financial service firms.