Financial Services
Customer Portal

Conrad Siegel trusts to boost its client services offering

The asset management firm was on a mission to enhance its client services with a new and improved mobile app. Here’s how they did it.

The challenge: Build a secure, cost-friendly mobile app for valued clients

Conrad Siegel is a retirement, investment, and healthcare consulting firm. A small business with a big-firm feel, they were looking to provide more personalized services, best served by a new mobile app that would help defined contribution retirement plan participants easily access and view their accounts. 

The challenge: Conrad Siegel was sensitive to security issues and the expense of developing and maintaining native apps. The right app solution would offer all the required capabilities, architecture, and security — and be cost-effective, too.

We have around 5,000 users today and have not had any issues. When we make website updates, they flow right into the Median app. The app shows clients we have an up-to-date way to serve them.
Nicholas Frankenstein
COO of Investment Advisory Services, Conrad Siegel

The solution: A simple, safe, scalable app for a growing clientele

Even at a quick glance, Conrad Siegel knew that was simple and powerful. It could make defined contributions plans instantly accessible to end-clients via a branded app. 

Median’s underlying architecture also addressed privacy and security. Chief Operations Officer of Investment Advisory Services Nicholas Frankenstein notes that the Median team provided timely responses and documentation, putting any safety concerns to rest. 

With the platform fully vetted, Conrad Siegel engaged to configure and publish their powerful client-first app — quickly, easily, and cost-effectively.

With Median’s concierge service, all we had to do was provide icons and branding, and they managed the rest! Our app was live in both app stores 2 weeks later.
Pure CSS Marquee animation custom code

Median supports your mobile app integrations

No items found.
No items found.

The result: A better account management experience for on-the-go clients

By using, Conrad Siegel quickly launched a native app for their clients.

Today, the app serves around 5,000 users who count on it for easy, secure access to their retirement account information. 

Median manages all ongoing updates and app store releases, allowing Conrad Siegel to focus more on the client services business, not the app development business.

instant preview

Enter any URL to build your app

Please wait ...
Oops! Something went wrong while loading...

More Median case studies

Read more case studies

How Halight + Median boosted e-learning for employees

Halight delivers ambitious product training apps to major consumer brands and their workforces. This is how they make it happen.

Employee App

Why AON trusted Median to help pioneer its new mobile app

The global risk management firm was on a mission to improve employee engagement. And they succeeded.

Employee App

Real estate CRM breaks ground with branded apps for brokerages

Ruuster trusts Median to deploy top-tier white-label apps for brokerages, real estate agents, buyers, and sellers.

Real Estate

See hundreds of Median customer apps

Explore more customer apps