Improve Customer Satisfaction and Optimize Cross-Selling
Provide clients with effective self-service, automated processes, and personalized offers through a regulatory-compliant, secure client portal.
Personalized Self-Service for a Better Experience
Give clients the freedom to access transactions and information at all hours. A personalized experience ensures offers are relevant and timely.
Self-Managed Banking
Let customers self-manage key financial tasks such as opening accounts, transfering funds, managing recurring payments, or requesting loans
Document Access
Provide secure online access to sensitive documents like contracts and statements
Personalized Content & Search
Provide personalized results, relevant content and faster access to vital support information with a robust knowledge base and powerful search capabilities
Optimized Cross-Selling
Boost cross-selling initiatives of advisors by segmenting clients according to individual preferences and the products or services they've purchased
Multichannel UX
Orchestrate experiences across your clients' preferred channels – mobile apps, chatbots, or kiosks – and distribute personalized content from a central hub
Secure Experiences and Regulatory Compliance
Foster trust and cultivate loyalty among your clientele by upholding privacy and data security at the highest level.
Trusted Certification
Instill confidence in your clients and partners by complying with ISO, CSA, and SOC2 through rigorous verification
Vulnerability Protection
Safeguard against vulnerabilities, incl. CSRF attacks and Clickjacking as well as Path Traversal, Content Sniffing, etc.
Identity Management
Implement robust identity management using Multi Factor Authentication and solutions like NTLM, CAS, OpenSSO, OpenID, and more
Secure Data Storage
Guarantee secure data storage by adhering to industry standards and regulations
Automate Processes and Integrate Your Tech Stack
Automate business processes along the customer lifecycle by utilizing flexible workflows to orchestrate a cohesive experience for your clients. Unify your tech stack and tools with best-in-class integration capabilities.
Enhanced Accuracy
Reduce costly errors by avoiding manual data entry and speed up service by processing transactions, applications, and requests much faster
Notifications & Alerts
Keep clients informed with automated timely reminders and notifications – for example for security alerts, monthly payments or investments
Streamline Onboarding
Speed up common onboarding actions like the submission of KYC-related documents
Automated Recommendations
Provide tailored investment recommendations based on automated analysis of market trends, customer preferences, and risk factors
Fraud Prevention
Detect and prevent fraud with advanced algorithms that check for suspicious activities in real time
Data Integration
Integrate data from various sources to verify identities, perform background checks, and generate necessary documentation