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Distributors

Financial entities that sell financial products, such as mutual funds and insurance policies to customers on behalf of financial institutions

    Distributor Portal & Apps

    Distributor Portal & Apps

     

    Boost productivity introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights

    Capabilities

    Digital Collaboration

    Engage your clients anytime and anywhere, enabling real-time reporting, trading and remote collaboration across all channels and devices

    Advisor Dashboard

    Deliver to your advisors an integrated platform providing dashboards and a 360° client view that automates information delivery and provides actionable insights

    Client Onboarding

    Implement a fully paperless investment service for both customer onboarding and full customer lifecycle management, including client suitability processes & electronic signature

    Key Benefits

    • Improve productivity, reducing manual activities and waiting times
    • Focus on development opportunities on high-priority customers
    • Support decisions with appropriate personalised financial information
    • Reduce complexity and speed up information delivery

    Client Onboarding

    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 informations and characteristics

    Contract Management

    Validation of informations 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
    • Enhance prospect conversion and strengthen client relationships through integrated digital capabilities
    • Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine
    • Reduce complexity and proactively manage more clients through omni-channel processes

    CRM & CLM

    CRM & CLM

     

    Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution

    Capabilities

    Wealth Manager CRM

    360° view of client data, investments, assets, relationship, document store and tracking

    Suitability Assessment

    Real-time and bulk checks on customer portfolios according to regulatory requirements

    Reporting to Client

    Reporting solution concerning the entire investment reporting process, providing control, accuracy and visibility

    Contract Management

    Digital contract process including document composition, electronic signature, secure exchanging and archiving

    Key Benefits

    • Reduce complexity and proactively manage more clients through omni-channel processes
    • Generate insights and KPI performance throughout the client lifecycle
    • Seamlessly orchestrate your marketing campaigns in one place and track their success
    • Increase advisor productivity and enhance process efficiency