Omni-channel wealth management

On-demand customer access

Enable customers to access services anytime, anywhere via responsive web and mobile apps.

Proactive engagement

Manage your sales pipeline effectively with a built-in CRM for seamless customer interaction.

Digital onboarding across channels

Simplify customer onboarding with digital tools across multiple platforms for easy access.

Holistic financial & goal planning

Offer personalized investment plans using multi-goal, life event, and market simulations.

Predictive analytics & automation

Streamline analysis with automated, scenario-based predictive analytics to improve decision-making.

360º customer view

Provide a complete customer profile, empowering relationship managers to tailor investment strategies.

Revenue & incentive management

Drive revenue growth by effectively managing sales incentives and commissions for advisors.

Robo advisor

Leverage AI-driven insights with robo advisors for automated, personalized investment guidance.

Digital collaboration hub

Enhance customer interaction and collaboration with a digital contact and collaboration center.

Responsive web & mobile application

Offer a seamless user experience with adaptable, on-the-go access via responsive platforms.