Solution introduction
Create the Experience your Customers Expect
Objectway Suite is the growth platform for Banks, Wealth Managers, Asset Managers and their investors. It seamlessly integrates all front to back office operations into one, unified, ever-evolving platform, available on Cloud and accessible as a service.
As part of Objectway Suite, Conectus is the omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction, Conectus gives advisers and clients a complete digital customer experience. It includes user-friendly portfolio analytics, available also on mobile apps and wearables, an adviser dashboard with 360° client view, real-time alerts and notifications, synchronous and asynchronous document and information sharing, video-chat, screen sharing and instant messaging in a secure environment.
Features
- Digital Collaboration:
Real-time remote collaboration across all channels and devices through video chat, co-browsing, and instant messaging.
- Communication & Reporting:
An overview of clients’ portfolios, reporting and interaction between clients and firm.
- Client & Portfolio View:
360° client view, portfolio status at a glance, last transactions, goals summary, next best actions.
- Self-Directed Investment:
Online self-service transaction functionality matching the best e-commerce customer experience.
- Mobile Apps:
Client and portfolio view available on the go along with secure messages.
- Adviser Analytics:
Portfolio asset allocation, list of investment proposals with status, alerts dashboard, agenda.
- Wealth Management CRM:
360° view of client data, investments, assets and relationships, document store and tracking.
- Client Onboarding:
Paperless onboarding to collect client information, check identity and financial data, and obtain consent from all involved parties.
Benefits
- Acquire next-gen investors and digital savvy clients
- Reduce complexity and speed up information delivery
- Improve productivity, reducing manual activities and waiting times
- Focus on development opportunities and customer relationship management
- Support decisions with appropriate personalised financial information
- Give your client the active role they expect
Key Data
Implementation Methods
- Hosted (public cloud)
- Hosted (private cloud)
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Africa
- Caribbean
- Eastern Europe
- Middle East
- North America
- South America
- Western Europe
- View Others View Less
Objectway Suite - CONECTUS
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