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Self-Service & Hybrid Digital Channel

Automated tools for independent financial management with personalized guidance through digital platforms, optimizing client interaction and enhancing financial decision-making capabilities

    Client Portal & Apps

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    Client Portal & Apps

     

    Create an omni-channel and optimised digital banking and investment experience for your customers, enabling digital collaboration

    Capabilities

    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

    Objectway Platform Digital Onboarding icon

    Client Onboarding

     

    Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements

    Capabilities

    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

    Objectway Platform Digital Onboarding icon

    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

    Capabilities

    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