Solution introduction
Create the Experience your Customers Expect
Objectway Platform is the digital end-to-end solution 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 Platform, the Investor & Advisor Portal is 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, Client Onboarding gives 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, instant messaging
Communication and reporting
Overview of clients’ portfolios, reporting and interaction between clients and firm
Client and 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 & portfolio view available on the go along with secure messages
Advisor analytics
Portfolio asset allocation, list of investment proposals with status, alerts dashboard, agenda
Wealth management CRM
360° view of client data, investments, assets and relationship, document store and tracking
Client onboarding
Paperless onboarding to collect client information, checking identity, financial data, obtaining 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
- Family Offices
- Financial Advisors
Client Regional Presence
- Africa
- Caribbean
- Eastern Europe
- Middle East
- North America
- South America
- Western Europe
- View Others View Less
Investor & Advisor Portal, Client Onboarding
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