Wealth management group Garrison Murphy Wealth Management (GMWM) has a fiduciary duty to their clients to provide transparency in their investment and wealth management services.
One of the ways they are delivering on that promise is by engaging with their clients via iPads that securely display all aspects of their financial life. This custom-branded iPad with GMWM’s logo serves as a communication tool through which GMWM can deliver advice, content and services. Clients can view and access their financial data and important documents in real time and securely transmit, store and share documents with interested parties.
This open-architecture approach has allowed the firm to break away from traditional, time-intensive quarterly or semi-annual meetings and to foster collaboration between the firm and clients. By going digital, GMWM has seen cost savings from the elimination of printing, binding, and physical storage of paperwork.
“It has been a pleasant experience to work with FUSION OF IDEAS,” said Nickole Garrison, GMWM Vice President and Chief Client Officer. “Until we connected with them, we were unable to find a company who could do the custom etching on our clients’ iPads. FUSION OF IDEAS was not only able to do the etching, but they also helped us find a solution for the custom packaging we were in search of for the iPad boxes.”
GMWM, we are honored to be a part of your digital transformation.
By Jennifer Fujimori
Each month, the Fusion of Ideas blog will highlight a unique client project. We’ll be giving you an inside look at each client and project, including the customization details, the project, and the outcome. Keep reading below to find out how we partnered with an aviation company at the top of its field in design and innovation.
Who they are:
Dassault Falcon Jet is a subsidiary of the French company Dassault Aviation, a global leader in the aerospace field. Falcons are known for industry-leading technology and design, incorporating comfort, speed and efficiency into each aircraft. The Falcon family of business jets, the first of which was introduced in 1965, delivered its 2500th jet in 2017.
Their customization goals:
Dassault came to Fusion of Ideas with a plan to enhance the buying experience for its customers. Before each Falcon jet is delivered to a customer, the aircraft is outfitted with a custom iPod Touch, iPhone and customized case, custom iPad, or all four of those items. The inclusion of the custom devices aligns with the company’s reputation as a luxury high-tech brand, and makes a big impact on the customer.
At the beginning of our partnership with Dassault, we created a system to uniquely meet their fulfillment and deployment needs. We procure, customize, and ship devices based on preset requirements. The process is seamless and efficient; each of these steps is completed entirely by the Fusion team at our headquarters in Lake Forest, which works diligently to ensure a high level of quality and accuracy throughout the process.
Each device and case is custom printed with the sleek Dassault Falcon logo. Upon unlocking the devices, recipients see a specially chosen app layout against a black background with the Dassault Falcon logo in white. The devices are preloaded with the prerequisite Apple native apps, as well as four apps that were selected by Dassault. The finished product is polished and professional, contributing even more to the unique experience of doing business with Dassault Falcon Jets.