start future-proofing your business, today.
With the rapid pace of technological advancements in the financial services industry, firms need to partner with a digital provider who can help them to leverage efficiencies, boost client engagement and satisfy compliance requirements. Intelligent digital tools that facilitate a tailored customer experience, automated compliance management and efficient workflows will free up internal capacity for firms to generate more value for their investors.
Digital Engagement
Online investment functionality, investment tracking and financial calculators and forecasts empower your customers to have a delightful and interactive experience with their investments across multiple devices. Strengthen relationships and support a growing customer base, while driving down customer acquisition costs.
Compliance Management
Our online account opening process automatically captures, verifies, and stores all KYC and AML information, reducing the cost and time you spend on each new customer. Ongoing compliance requirements are taken care of through our automated alert systems. Our advisor portal and CRM provides a single storage solution for all documentation, note-taking and report generation that facilitates the advice process.
Business Efficiencies
Automating and digitising processes helps drive a smarter, faster and leaner business. Digital onboarding becomes a stress-free, instant process, providing a new channel to emerging markets . Improved visibility over the sales cycle reduces administrative time and cost overheads. Updates and reports can automatically be generated and published in client portals.
Delight your customers, reduce costs, and bring your business into the digital age with a specialised wealth solution that supports your business' unique objectives.
wealth advisors
Give your advisers the digital tools they need to support and amplify their client relationships in today's digital age.
fund managers
Access new channels to market and easily manage a growing customer base by driving business efficiencies through automation and self-service.
KiwiSaver
Grow your market share and empower investors to take charge of their retirement goals through intelligent automation and self-service.
digital onboarding
Simplify the onboarding process by giving customers instant, digital access to sign up from any device.
robo advice
Service the next generation of investors by providing real-time access to expert digital investment advice.
If you're looking for specific functionality to improve key processes within your financial services business, simply select from our range of modules for a solution that matches your business requirements.
digital client engagement
- mobile app
- customer dashboard & investor portal
- online investment
- Risk Profiling
- financial calculators
- investment & performance tracking
business efficiencies
- eKYC and
eAML
- OCR
- Biometrics
- Advisor Portal
- Admin & Compliance
Portal
- User analytics
- CRM
Our purpose is to inspire excitement and confidence in financial services through digital innovation and engagement.