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High net worth, affluent and retail households with different levels of income, investible assets and discretionary spending
Omnichannel Client Lifecycle Management Solution
Investor Portal
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
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
- 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
Investor Portal
Investor Portal
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
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
- 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
