Intelligent white label investment platforms.

Our CRM module is specifically designed to address the needs of financial service providers. It provides deeper insight into customer investment behaviour and interactions. This empowers employees to improve your firm's advice model by providing a highly tailored service. It provides clear insight into sales pipelines, supporting customer-facing teams to meet their targets. The CRM can easily be integrated to enable effective and efficient communication with clients throughout their investment journey. Client segmentation functionality provides the opportunity to tailor messaging to specific client groups. Built-in workflows ensures that staff are meeting compliance expectations by capturing and storing all advice reports.

Optical character recognition (OCR) technology helps to speed up the digital onboarding process by reducing the text input time. Clients simply take a photo or upload a copy of their identity documents and the system recognises the data and transposes it to a text output. This text can then be used to pre-populate information fields, helping to cut down on typing and saving time. This module helps support a slick and intuitive onboarding experience, ensuring a great first impression for digitally-savvy investors.

Understand what is important to your customer by extracting contextual information based on how they interact with the tools, information and portal throughout their investment journey. Not only will this help to address the needs of your clients on a more personal level, but it also reveals the information that is needed at each stage of their journey to yield better financial outcomes. Aggregated data enables better oversight of customer investment and behaviour trends in real time, allowing the company to quickly adapt to market changes and proactively move with the market.

For firms looking to future-proof and enhance their compliance measures, this module adds an additional layer of security to protect against fraud. Biometric authentication, such as facial recognition and comparison, is woven into the digital onboarding process which compares facial features in real-time in both video and image format to measure certainty and satisfy proof of life. This information is then captured and stored internally for auditing purposes.

The portal is a single, central location that houses all client notes, documentation and performance reports which facilitate the advice process. Financial service providers can easily manage their clients, see all their activity and monitor new investments.

As a core component to our white label investment platform, this module houses all client, compliance and company information. Roles-based access tailors the portal experience for each employee, ensuring that only the most relevant information is displayed to facilitate value-added performance. Customer information empowers the administration team to deliver a curated customer service experience. Schedule and publish regular communication regarding fund updates and market performance.