Wijs & van Oostveen
The Challenge
Wijs & Van Oostveen is an independent asset manager that wanted to fully transform its services to a digital platform. The challenge was not only technical: clients must be able to log in securely, view account information and portfolio statements, and manage documents. At the same time, the organisation needed to be able to collect and process client data in a structured manner, while complying with complex legal requirements and dependencies.
The Solution
We developed several custom client portals and an advanced form tool. The portals provide investors with secure insight into their financial position and enable them to execute transactions and manage documents. The form tool collects client data in a structured manner, integrates with external calculation tools and iDEAL 2.0, and automatically checks for compliance with legal requirements, such as the AOW and tax origin.
Certainty
Insight for the client. Control for the organisation. Certainty for the regulator.
Four portals. Built to inspire trust
An investor wants to know how their portfolio is performing. A pension plan participant wants to track their accrued benefits. A business customer wants to manage documents and complete transactions. Each has their own context, their own questions, and their own expectations of a digital environment. We’ve built multiple portals for Wijs & Van Oostveen, each tailored to that specific user. The customer experiences an environment that works for them. The organisation maintains oversight and control.
Less friction in the customer journey. More control over the data.
Opening a retirement account, updating personal information, submitting an investment application: for the customer, it must feel like a logical step. For the organisation, it must result in structured, reliable data that is immediately usable.
Build any type of form flexibly using reusable blocks and fields. Dependencies are managed automatically: the customer sees only what is relevant based on what has been entered previously. Fewer errors, higher data quality, and a lower barrier to completing an application.
Behind the scenes, we integrated iDEAL 2.0 and calculation tools such as the EPI engine for pension calculations. Automatic checks verify compliance with legal requirements, such as the State Pension (AOW) and tax status. Analytics show how customers navigate through forms, where they drop off, and where optimisation is possible.
Client Portals
Secure, scalable, and tailored for financial services.
895 unit tests
Every change is validated. No surprises in production.
Endlessly flexible
Create custom forms for any application.
