Solution introduction
Digital Engagement Solutions
A suite of applications that transform the digital offering creating a panoramic ‘all wealth’ view for consumers, create a ‘golden source’ repository of client data, support stakeholders in the effective management of the business and provide the necessary cross enterprise communication needed today
Engage – Client and firm portal (and app)
Feature rich engaged digital experience for advisors and end consumers.
Connect – Account opening and client onboarding
Key features include self-service capability, ID checks, client suitability and well being questionnaire.
Approve – Onboarding management
Manage and monitor the onboarding workflow, prospect applications and approval.
Insight – MI and business intelligence
Powerful insights into trends, revenues and other KPI data designed.
Control –Central data source, administration and connectivity
Centrally managed, secure vault for a firms move valuable assets, its client data. Connectivity services to external and internal platforms and systems.
