pixellinkedin Skip to main content
Back to SuiteBack

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

    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”

      BACK TO SUITE

      ASK FOR DEMO