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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
Portal & Apps
Create an omni-channel and optimised digital banking and investment experience for your customers, enabling digital collaboration
PRODUCT DETAILS
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
Digital Client Onboarding
Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements
PRODUCT DETAILS
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 Asset Management
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
PRODUCT DETAILS
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
– Portfolio 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
Portal & Apps
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
Digital Client Onboarding
Digital 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 Asset Management
Digital Asset Management
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
– Portfolio 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
