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Automated tools for independent financial management with personalized guidance through digital platforms, optimizing client interaction and enhancing financial decision-making capabilities
Client Portal & Apps
Create an omni-channel and optimised digital banking and investment experience for your customers, enabling digital collaboration
Key Features
– Digital Collaboration
Real-time remote collaboration across all channels and devices with banker or advisor, through video-chat, co-browsing, instant messaging
– My Investments
Online self-service investment and trading functionalities matching the best e-commerce customer experience
– My Banking
Online self-service banking functionalities for money transfers, payments and cards
– My Wealth
360° client status at a glance, including investment portfolios, bank accounts, loans & deposits, goals summary, with easy drill down to transactions and history
Key Benefits
- Acquire next gen investors and digital savvy clients
- Support decisions with appropriate personalised financial information
- Reduce complexity and speed up information delivery
- Give your client the active role they expect
Client Onboarding
Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements
Key Features
– Prospect Registration
Collecting all client data for setting up an account
– KYC & Questionnaire
Collecting a complete set of KYC information and characteristics
– Account Opening
Validation of information and generation of account contracts
– E-Signature
Digital signature of contract for STP account set-up
Key Benefits
- Efficiently scale onboarding operations, decrease manual processing, minimise errors and cut waiting times
- Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine
- Enhance prospect conversion and strengthen client relationships through integrated digital capabilities
- Reduce complexity and proactively manage more clients through omni-channel processes
Digital AM / Robo Advisory
Leverage the innovative digital wealth platform that helps you transform your business by better managing your time, revenue, client relationships, and access to discretionary portfolio managers
Key Features
– Seamless Book Transfer
Transition of book of business to our platform as quickly and seamlessly as possible, while ensuring an exceptional client experience
– Customized ETF and Fund Portfolios
Personalized selection of liquid ETFs that have a low tracking error to their underlying index. Lower fees and higher liquidity mean more returns for clients
– Portoflio Rebalancing
Monitoring of portfolio asset allocation and automatic rebalancing, to ensure it aligns with clients’ goals and risk tolerance
– Dedicated Support
Exceptional support through customer experience and customer success teams, ensuring always expert assistance
Key Benefits
- Focus on providing meaningful advice and stop wasting your time on non-value added administrative and compliance tasks
- Stay on top of your business with our easy-to-use dashboard and real-time performance and transaction histories
- Give your clients a wider selection of investment options and low cost custom ETF portfolios
- Easily monitor your client’s progress from onboarding through funding, so you can easily service and prepare for their next step
Client Portal & Apps
Client Portal & Apps
Create an omni-channel and optimised digital banking and investment experience for your customers, enabling digital collaboration
Key Features
– Digital Collaboration
Real-time remote collaboration across all channels and devices with banker or advisor, through video-chat, co-browsing, instant messaging
– My Investments
Online self-service investment and trading functionalities matching the best e-commerce customer experience
– My Banking
Online self-service banking functionalities for money transfers, payments and cards
– My Wealth
360° client status at a glance, including investment portfolios, bank accounts, loans & deposits, goals summary, with easy drill down to transactions and history
Key Benefits
- Acquire next gen investors and digital savvy clients
- Support decisions with appropriate personalised financial information
- Reduce complexity and speed up information delivery
- Give your client the active role they expect
Client Onboarding
Client Onboarding
Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements
Key Features
– Prospect Registration
Collecting all client data for setting up an account
– KYC & Questionnaire
Collecting a complete set of KYC information and characteristics
– Account Opening
Validation of information and generation of account contracts
– E-Signature
Digital signature of contract for STP account set-up
Key Benefits
- Efficiently scale onboarding operations, decrease manual processing, minimise errors and cut waiting times
- Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine
- Enhance prospect conversion and strengthen client relationships through integrated digital capabilities
- Reduce complexity and proactively manage more clients through omni-channel processes
Digital AM / Robo Advisory
Digital AM / Robo Advisory
Leverage the innovative digital wealth platform that helps you transform your business by better managing your time, revenue, client relationships, and access to discretionary portfolio managers
Key Features
– Seamless Book Transfer
Transition of book of business to our platform as quickly and seamlessly as possible, while ensuring an exceptional client experience
– Customized ETF and Fund Portfolios
Personalized selection of liquid ETFs that have a low tracking error to their underlying index. Lower fees and higher liquidity mean more returns for clients
– Portoflio Rebalancing
Monitoring of portfolio asset allocation and automatic rebalancing, to ensure it aligns with clients’ goals and risk tolerance
– Dedicated Support
Exceptional support through customer experience and customer success teams, ensuring always expert assistance
Key Benefits
- Focus on providing meaningful advice and stop wasting your time on non-value added administrative and compliance tasks
- Stay on top of your business with our easy-to-use dashboard and real-time performance and transaction histories
- Give your clients a wider selection of investment options and low cost custom ETF portfolios
- Easily monitor your client’s progress from onboarding through funding, so you can easily service and prepare for their next step
