SapientNitro Helps Investment Firm Brown Advisory Improve Service for Today's Always-on Customers

SapientNitro Helps Investment Firm Brown Advisory Improve Service for Today's Always-on Customers

WASHINGTON--(BUSINESS WIRE)-- SapientNitro, part of Sapient (NAS: SAPE) , and Brown Advisory, an independent investment firm that is committed to delivering first-class investment performance, strategic advice and the highest level of client service, today announced the launch of TouchPoint, a new client web portal that extends into a digital environment the standard-setting level of customer experience that Brown Advisory is known for.

"TouchPoint reflects Brown Advisory's dedication to client service and transparency," said Michael D. Hankin, President and CEO of Brown Advisory. "We knew that we owed the institutions, families and advisors we serve the ability to access and customize their portfolios in ways that are most valuable to them. In a world where the lines between physical and digital are blurring, we turned to SapientNitro to apply their top-notch creative, brand and digital expertise to ensure that our clients receive the same superior service and trusted Brown Advisory experience regardless of where and how they engage us—at home, at work, or on-the-fly."

TouchPoint allows clients to connect securely to Brown Advisory and access timely information about their portfolios and progress toward their financial goals. The new portal, designed to better serve today's always-on consumer, features omni-channel, multiple-device support and state-of-the-art functionality, including daily data overviews, visually rich market updates and the most advanced Internet security, helping to keep Brown Advisory and its clients safe and secure.

"Creating a seamless client experience that reflects Brown Advisory's values and commitment to service across touchpoints was a top priority, but the challenge lay in how to make the product engaging and intuitive while protecting the security of clients' financial data," said Deepak Sobhani, vice president of SapientNitro. "TouchPoint is a great example of how we are working in partnership with our clients to leverage the best of brand creative, digital engagement, and technology expertise to navigate this new digitized, borderless world."

Once logged into TouchPoint - whether on a PC, smartphone or tablet - clients can:

  • Access timely information about their portfolios, including the latest market values, estimated performance, holdings, transactions, and gain/loss
  • Review their asset allocation by asset class, risk/liquidity spectra and Brown Advisory's proprietary Three-Bucket Allocation model
  • View portfolio information by specific accounts or group of accounts, including aggregating accounts across custodians
  • Securely access documents from their Brown Advisory client team
  • Grant "delegate access" to trusted attorneys, accountants or other outside advisors

About Brown Advisory

Brown Advisory ( is an independent investment management firm, with approximately $34 billion in client assets, with principal offices in Baltimore and Washington, D.C., as well as in Boston, Wilmington, Del., Chapel Hill, N.C., and London. The Firm's institutional and private clients are based in all 50 states and 22 countries and are serviced by over 300 employees worldwide, all of whom are equity owners of the firm.

About SapientNitro

SapientNitroSM, part of Sapient® (NAS: SAPE) , is a new breed of agency redefining storytelling for an always-on world. We're changing the way our clients engage today's connected consumers by uniquely creating never-ending stories across brand communications, digital engagement, and omni-channel commerce. We call it Storyscaping, where art and imagination meet the power and scale of systems thinking.

SapientNitro's Idea Engineers represent a connected powerhouse of creative, brand and technology expertise - one global team collaborating across disciplines, perspectives and continents to create game-changing success for our Global 1000 clients. We partner with industry-leading clients such as Chrysler, Citi, The Coca-Cola Company, Lufthansa, Target, and Vodafone, in more than 30 cities across The Americas, Europe and Asia-Pacific. For more information, visit or follow us on Twitter @sapientnitro.

Sapient is a registered service mark of Sapient Corporation.

Media Contact:
David LaBar, +1-646-478-9846
Brown Advisory Contact:
Dukas Public Relations
Stephanie Dressler, +1-646-808-3701

KEYWORDS:   United States  North America  District of Columbia  Massachusetts


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