Main advantages

• Automated notification sending based on robo-advisory principals (such as warnings or alerts generated by client portfolio changes)
• Personalized messages meeting any type of criteria, such as upcoming maturity dates, profit and loss thresholds or birthdays
• Fully featured chat messaging system for real-time engagement
• Time-saving features such as sending mass chat or mass notification sending to any number of clients or client types
• Integrated chatbot to free the advisor from answering frequently asked questions (powered by Dorsum’s award-winning Botboarding platform)
• Secure environment for sensitive information sharing
• Documents (reports, terms and conditions, contracts, etc.) can be sent in the chat stream to facilitate paperless workflows
• Documents can be authenticated on the client’s side with biometric signature
• PDF export options for all or partial correspondence (meeting Banking Security needs)
• GDPR compliant access to all communications history with clients (including sent notification history)
• Easily connects the Wealth Management Platform to the client-facing My Wealth app
• Can integrate with any wealth management system and banking mobile application