Solution introduction
Most banks offer a very similar range of investment products any variety is typically limited to affluent clients
But the process of issuing bespoke investments is slow and offers little in the way of differentiation from competitors. In most cases, a lack of resources or legacy technology is to blame
Offering what the customer wants or fits their risk profile is the pinnacle of investment propositions.
To do so, a financial institution must:
- Profile a customer, including their risk appetite
- Decide what type of products and level of capital protection meets the customer’s needs
- Assess the regulatory framework and internal governance
- Structure and issue products that can be launched quickly
- Make sure the technology is in place to book, process, and distribute the products
That’s where Futora comes in
Futora enables any financial institution to structure and distribute personalised investments. With a digital and customised workflow, financial institutions can create products that fit the risk profile of any client and comply with regulations. Futora’s solution covers every aspect of the investment product lifecycle, including access to liquidity partners, a regulatory framework, and back and middle office functions, all from an easy-to-use interface. Futora helps financial institutions that issue structured products to increase revenues by distributing them through all physical and digital channels including:
- Advisors
- Branches
- E-banking
- Mobile banking
