additiv DFS

Solution introduction

additiv DFS (Digital Finance Suite) is a leading and proven platform for the digitalization of services in the financial sector.

additiv DFS (Digital Finance Suite) is a market-leading, proven platform for the digitalization of financial services. It incorporates all aspects of omni-channel architecture, as well as internal downstream processes (front office and mid-office). additiv DFS is designed for the creation and operation of digital offerings, including services and products with various business models for different customer segments and target groups. 

additiv DFS builds on existing core banking systems to enable the fast market launch of innovative digital solutions in private banking, retail banking, insurance, consumer finance and asset management.

As a software platform, additiv DFS provides the required technical framework for services, products and business models, enabling a faster and more cost-effective development of new and improved services and products. additiv DFS is a proven software solution for the digitalization of new and existing business segments. It is already used by numerous banks and insurance companies (from tier 1 to tier 4) and many other financial services providers of varying size across the globe.

additiv DFS has a modular design. Each module provides functions that enable the digitalization and integrated operation of both conventional and new business processes. An integrated process portal is available for presentation of the offering and interaction with the services. additiv DFS solutions can also be seamlessly integrated with existing portals.

additiv DFS has more than 20 modules, covering all processes at the financial service provider and between the financial services provider and its customers. They range from consulting, onboarding management, touchpoint management, service and customer cockpit processes, customer center processes and portfolio management right through to compliance, analytics, business intelligence, sales and marketing. The modules can be purchased individually or in various combinations. A uniform integration layer enables easy integration with existing systems.

Headquarters Location

Zürich, Switzerland

Website

www.additiv.com

Main Telephone

+41 44 405 6070

TWM video interview: An introduction to additiv DFS

Client Engagement & Management, Digital Platforms & Tools, Digital (Robo) Investing

18/07/2017

The Wealth Mosaic interviews Oliver Steeg, Head of Private Banking & Insurance at additiv, about the Swiss firm's additiv DFS solution. Oliver provides us with: A brief overview of additiv DFS The types of......

TWM video interview: An introduction to additiv

Digital Platforms & Tools, Digital (Robo) Investing

30/08/2017

TWM video interview EXCERPT: What differentiates additiv from its competitors?

14/08/2017

TWM video interview EXCERPT: additiv DFS, a live client case

Digital Platforms & Tools, Digital (Robo) Investing

24/07/2017

Features

With additiv DFS financial service companies create and operate their digital offerings and automate the client-facing processes in Front-Office and Mid-Office areas. additiv DFS builds on existing core banking systems and allows a fast go-to-market of innovative digital solutions in the areas of Private Banking, Retail Banking, Consumer Finance, and Portfolio and Asset Management.

The multiple features of additiv's DFS solution include:

Sales & marketing
Planning and management of campaigns, campaign implementation (online, mobile, email, messaging, social media, direct marketing, etc.), lead management and segmentation, qualification, e2e measurement and reporting.

Service & customer cockpit
Secure e-cockpit for customers in the areas of central communication, servicing, purchasing, contract management, triggering and client reporting.

Analytics & intelligence
Big data analytics, predictive modeling, decision engine for control of customer interaction or processes, OLAP, segmentation engine, e2e tracking and analytics and dashboard builder.

Touchpoint management
Management of all digital content, template management, cross-channel publishing, digital advisory tools (calculators, product selectors, etc.), research platforms with Thomson Reuters integration, experience management and individualized interaction management and policy-based automation of correspondence.

Customer center (CRM)
360 prospect and client management, policy-based messaging, case handling via ticketing system, client document and workflow management, collection integration, integration with existing CRM and call center infrastructure, video consulting (Lync), centralized control of the 3rd party systems in customer support.

Compliance
Audit trails, customer reporting, cross-border management, KYC management, ensuring customer interaction requirements (FIDLEG, MiFID II), centralized management of user rights.

Onboarding & closure management
Digital onboarding or purchase of banking products (account opening, loan applications, investment products, credit cards, etc.), document creation and management with scanning connectivity, real-time credit decisions, compliance / KYC (AML, PEP, CEC, etc.), workflow management.

Portfolio management
Definition of offerings, investor profiling, suitability management (on the instruments level (PRC) and portfolio), order management/order book/block order management, robo-advice, MPT optimization, automatic rebalancing/portfolio monitoring.

Integration layer
Existing systems can be expanded to include additiv DFS functions. Additionally, additiv DFS can be fully integrated with the existing systems across multiple interfaces (web service SOAP, FIX & swift interfaces, REST services, flat file batch import & export, batch XML import and export).

Benefits

DFS is the platform that creates digital services for the client and work instruments for bank employees. Workflows can be made real time, cost efficient and user friendly.

Additiv DFS enhances existing systems via an integration layer, whereby only the modules required are tailored to the needs.

Partners

Key Data

Year launched
1998
WEALTH MANAGEMENT CLIENTS
11-20
TOTAL ASSETS MANAGED
$501 m-1 billion
WEALTH MANAGEMENT USERS
1000+
Release Frequency
Half-yearly
Implementation Methods
  • On-premises
  • Cloud-SaaS
Type of Clients
  • Global Private Bank
  • Local Private Bank
  • Multi-Family Office
  • External Asset Manager
  • Regional Private Bank
  • View Others View Less
Client Regional Presence
  • Asia
  • Eastern Europe
  • Western Europe

additiv DFS

Please click the button below to connect with additiv

Connect with additiv

Subscribe to our weekly newsletter