Solution introduction
Create the Experience your Customers Expect
Objectway Platform is the digital end-to-end solution 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 & Reporting
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 & 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
- 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
Investor & Advisor Portal, Client Onboarding
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