Client Portal & Apps

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

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    Capabilities

    Capabilities
    Digital Collaboration
    Real-time remote collaboration across all channels and devices with banker or advisor, through video-chat, co-browsing, instant messaging

    Conectus

    Capabilities
    My Investments
    Online self-service investment and trading functionalities matching the best e-commerce customer experience

    Eximius Six

    Capabilities
    My Banking
    Online self-service banking functionalities for money transfers, payments and cards

    Eximius Six

    Capabilities
    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

    Eximius Six

    Capabilities
    Capabilities
    Capabilities
    Client Lifecycle Management Onboarding Digitalcollaboration Digitalcollaboration Myinvestments Myinvestments
    Banking Banking MyWealth MyWealth
    Client Lifecycle Management Onboarding none none none none
    Placeholder none none

    Client Portal & Apps

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

      Please send me notifications, I agree with your Privacy Policy & Terms of Use

      Capabilities

      Digital Collaboration

      Real-time remote collaboration across all channels and devices with Banker or IFA, through video-chat, co-browsing, instant messaging

      My Investment

      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