Is cross selling, digital client servicing and increasing fee income your top priority?
Have you considered aggregation services as a tool to engage
customers
and increase cross sell? Have you considered DIY
robo-advisory
to reach multiple customer segments and increase fee based
revenue?
Real Time Aggregation Services
Automated real time aggregation for clients as a value added service.
Do-it-yourself Investment Journey for Clients
Goal based investment planning and thematic investment options
RM Assisted Advisory
RMs can precision service clients with appropriate tools and suggestions available on the go
"Banking has to work when and where you need it. The best
advice
and the best service in financial services happens
in real time and
is biased on customer behavior, using
principles of Big Data,
mobility, and gamification."
Get an edge over competitors and win over clients yet again
Are you concerned about RM productivity and your competitor's digital banking suite while trying to grow AUM?
Understanding share of
wallet
Our client reporting & aggregation services enable you to understand share of wallet.
Empowering RM’s
The RM Workbench tool could empower your RM’s with tools to analyse portfolios and give relevant advice.
Get an edge over competitors and win over clients yet again
Are you concerned about RM productivity and your competitor's digital banking suite while trying to grow AUM?
Understanding share of
wallet
Our client reporting & aggregation services enable you to understand share of wallet.
Empowering RM’s
The RM Workbench tool could empower your RM’s with tools to analyse portfolios and give relevant advice.
"Banking has to work when and where you need it. The best advice and the best service in financial services happens in real time and is biased on customer behavior, using principles of Big Data, mobility, and gamification."
With volatile markets and declining retail trading activities, how do you ensure revenue growth and move away from transaction-based revenues towards fee-based revenue?
Thematic Baskets
Short-term baskets focused on current market scenarios
Goal-based Investing
Engage for the longer term with custom user journeys
Are you worried about your reliance on distributors and considering direct to consumer channels?
Have you considered improving your corporate/SME focused solutions and enabling your sales team for deeper engagement? Our digital wealth platform could be a plug and play solution to start servicing retail/corporate clients.