Solution introduction
A new engagement platform for advisors and their clients that provides secure and compliant support for clients' favourite messaging apps such as WhatsApp, WeChat or LINE
On-the-go client service that supports client's preferred messaging platform, enhanced with a virtual RM assistant that reads messages and proposes smart actions, utilizing NLP & AI technology
Avaloq Engage provides a new and intuitive method for relationship managers (RMs) to communicate with their clients. Using the standard conversational apps (e.g. WhatsApp) that clients prefer to use in their daily lives, Engage allows for communication that, as well as being familiar, is both secure and compliant with regulations. It provides built-in access to relevant news, secure document sharing, order management and portfolio information services.
In addition, utilizing NLP & AI technologies, relationship managers get smart assistance from a virtual assistant that detects and proposes smart actions or tasks based on messages the RM receives from their clients.
