Solution introduction
Rapid, risk-free route to digital wealth management
Real-time advisor-client collaboration, integrated CRM and PMS capabilitites, personalized insights and proposals
KickStarter allows your organization to get ahead of the sweeping changes facing the wealth management industry. It is available for multiple additiv solutions including its market-leading Hybrid Wealth Manager, and it combines three components. Each is compelling, but together they become a game changer.
CA user experience platform.
Allows wealth managers to launch new digital channels and functionality extremely quickly – across multiple platforms. It also allows wealth managers to embed their services into third-party channels. In addition, for advisor-client interaction, it has highly differentiating features such as secure co-browsing, texting, live chats and videoconferencing which bring in-person intimacy into the online world while remaining fully compliant with regulation.
Orchestration platform.
KickStarter is underpinned by the award-winning DFS Wealth Platform system of intelligence that allows for personalization at scale. It conducts the analytics to create individual portfolios, exactly matched to that individual’s context and risk profile, and constantly optimized for changing market conditions. The same analytics serves up the right advice and recommendations to customers at the right time and over the right channel to maximize engagement and value-add. And lastly, it is micro-services based, allowing the organisation to adapt to changing customer needs to launch needs new services extremely quickly.
Free, rapid and risk-free deployment.
Deployment of the KickStarter solutions takes 3 months or less. It is optimized to multiple use cases, such as hybrid wealth management and Robo advisory. It is risk-free in that the solution can be turned off at any time without penalties. Essentially, if it doesn’t create value for your business, you can stop it. And the best part: the deployment is free.
additiv: Nachhaltige Anlagelösungen sind die Zukunft
Technology Strategy & Consulting
04/01/2021
SmartWealth: The strategic rationale for Commonwealth Bank Indonesia to launch its SmartWealth app
Client Engagement & Management, Digital Platforms & Tools, Investment Platforms & Tools, Technology Strategy & Consulting
27/01/2021
How Commonwealth Bank Indonesia and additiv are driving digital transformation in wealth management
Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
SmartWealth: How Commonwealth Bank Indonesia continues to deliver record-breaking innovation
Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
SmartWealth: Key success factors for launching digital wealth management solutions to the market
Digital Platforms & Tools, Technology Strategy & Consulting
27/01/2021
additiv: Financial service firms key considerations when implementing digital transformation
Client Engagement & Management, Data Management & Analysis, Software Development & Management, Technology Strategy & Consulting
17/12/2020
additiv: Ecosystems to drive success in digital transformation
Data Management & Analysis, Digital Platforms & Tools, Technology Strategy & Consulting
15/12/2020
additiv: Reducing friction through digital transformation
Business Intelligence & Practice Management, Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting
10/12/2020
additiv: The importance of implementing a system of intelligence
Core Banking, Technology Strategy & Consulting
08/12/2020
additiv: Grosser Kunden-Erfolg der digitalen Anlagelösungen
Technology Evaluation & Selection, Technology Strategy & Consulting
07/12/2020
additiv: Omni-channel Distribution dank innovativer, digitaler Plattform
Digital Platforms & Tools, Technology Strategy & Consulting
04/12/2020
additiv: How is additiv meeting the technology needs of the wealth management marketplace?
Software Development & Management, Technology Strategy & Consulting
03/12/2020
additiv: Innovative digitale Plattform ermöglicht tiefe Betriebskosten
Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting
03/12/2020
additiv: Einfache, verständliche digitale Anlagelösungen für PostFinance Kunden
Digital (Robo) Investing, Software Development & Management, Technology Strategy & Consulting
02/12/2020
additiv: Ensuring modern technology infrastructure readiness for wealth managers
Software Development & Management, Technology Evaluation & Selection, Technology Strategy & Consulting
01/12/2020
additiv: PostFinance mit vier neuen digitalen Anlagelösungen
Digital Platforms & Tools, Investment Platforms & Tools, Trading & Back Office
27/11/2020
additiv: The main considerations for driving digital transformation
Cyber & Network Security, Software Development & Management, Technology Implementation & Management, Technology Strategy & Consulting
26/11/2020
additiv: Wie PostFinance ihr digitales Anlagegeschäft aufgebaut hat (How PostFinance built their digital investment business)
Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting
25/11/2020
additiv: The main considerations for driving digital transformation
Digital Platforms & Tools, Technology Strategy & Consulting
12/11/2020
additiv: Ecosystems to drive success in digital transformation
Business Strategy & Advisory, Software Development & Management, Technology Strategy & Consulting
09/11/2020
The digitalization of wealth management in the Middle East
Digital Platforms & Tools, Digital (Robo) Investing, Technology Strategy & Consulting
12/10/2020
additiv removes virtual borders using FastTrack for Azure
Market & Business Infrastructure, Technology Strategy & Consulting
25/08/2020
Hubbis interview: Services, products & technology to support the mass affluent segment?
Client Engagement & Management, Digital Platforms & Tools
17/07/2020
Hubbis interview: Technology helps drive dramatic opportunities in mass affluent wealth
Client Marketing & Prospecting, Digital Platforms & Tools, Digital (Robo) Investing, Investment Platforms & Tools
14/07/2020
Lessons from the media industry applied to the shifts taking place in finserv [Michael Stemmle]
Business Strategy & Advisory, Technology Strategy & Consulting
25/05/2020
Features
Self-service Client Cockpit
- Digital wealth solution with client self-service capabilities
- Automatically generated insights and proposals
- Real-time interaction with advisor
Mobile advisor
- Real-time in-person collaboration between client and advisor
- On-the-go advisor tool to cover 80% of all use cases
- Secure content sharing and collaboration.
Workbench
- Integrated CRM and Portfolio Management System
- Fill set of all available features
- Orchestration hub for all activities and channels
Benefits
KickStarter gives the ability to enhance client servicing, offering rich seamless digital interaction whether self-service or advisor-assisted, to source insights and services from a curated ecosystem of third parties, and to drive down operating costs. It is a winning offering that combines the highest levels of back office automation with the richest customer interaction and community-generated value-add.
Customers
Banks: true digital wealth management – new operating model, enhanced servicing model and innovative sourcing model that will allow banks to deliver much richer customer interaction at scale while lowering operating costs.
New market/segment/region launch: incumbent looking to enter new market, segment or region. New financial provider launch: capitalizing on digitization to launch new, digitally-native wealth management services with better customer experience and lower fees.
Insurance companies: enabling insurers to leverage existing client relationships by launching a wealth accumulation service
Asset managers seeking end client distribution: offering a channel for own products to gain direct access to end clients.
Key Data
Year launched
2019PRICING
- Subscription (SaaS)
Implementation Methods
- Hosted (public cloud)
- Hosted (private cloud)
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Financial Advisors
additiv KickStarter
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