New Access provides an advanced integrated enterprise digital Client Lifecycle Management solution supporting efficiently our customers on their digital transformation journey.

Our Banker’s Front solution is the bank’s or wealth manager’s relationship manager workstation covering all business and regulatory compliance needs on a single, modern and user intuitive digital front-end, whilst digitizing and optimizing the key processes with clients, as well as internally.

Our solution covers the entire client life management (CLM/CRM) from prospect management, client onboarding process to client relationship management. It includes:

• a relationship manager cockpit organizing daily activities and highlighting actions with client lists, tasks list, portfolio’s health check and compliance breach lists, last visit or client contact reports, last secured chat conversation, last opportunities and investment proposals.
• 360° client view combining client centric and asset centric view. Client centric with a comprehensive CRM covering all client or prospect identification data, addresses, business and familial relations, likes and dislikes, origin of wealth, budget, risk and MiFID profiles, tasks, contact reports (call report, secured chat, emails, visit reports, etc…), opportunities and documents. With a single “click” switch to the asset centric view with the asset allocation and analysis, the performance view, the movements, ability to place single or block orders or create /review investment proposals for advisory services.
• and a client portal allowing clients to access their information (holdings and documents) and place orders, as well as interact with their relation manager, investment manager or the execution desk through a highly positive user experience also available on mobile devices. The client portal also enables sharing processes with clients such as secured chat, digital signature or investment proposals.

New Access advanced integrated enterprise digital wealth management solution includes a flexible integration layer carrying all the banking processes specificities for an easy and maintained integration to existing core solution(s).

With this dedicated cockpit, New Access is providing a digital, modern and user intuitive front-end to the relationship managers (RM) to follow the entire client life cycle:

• The RM can initiate a new banking relationship smoothly and efficiently, while meeting the requirements and constraints set by local regulation, and bank’s internal policy.
• RM’s, in one single view, can grow incomes and client satisfaction by a 360o access to their clients’ positions and analytics enabling them to take part in the investment decision process.
• All dimensions of the client relationship are managed from one single interface.
• Client centric view (prospection, onboarding, client management) and asset centric view (asset allocation, performance, positions, movements and orders).
• Regulatory rules are embedded in the solution (KYC, Risk/MiFID Profile, suitability).

The solution covers and integrates through its flexible integration layer end-to-end all key business and compliance processes.

Finally, yet importantly, our solution is open and can easily integrate complementary Fintech/Regtech solutions to add value to the overall process. For instance, within our advisory module, we provide the option to integrate a risk engine to perform sophisticated risk calculation and use the engine during portfolio optimization and in pre-trade to validate investment suitability (portfolio risk).

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This article was originally part of The Wealth Mosaic's WealthTech Views Client Engagement Report. You can access and download the full report here: 
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