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INSTITUTIONAL

Large organizations such as pension funds, mutual funds and insurance companies that invest in financial markets

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    Omnichannel client lifecycle management solution

    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