retail banks

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

Automated real time aggregation for clients as a value added service.

Real Time Aggregation Services

Automated real time aggregation for clients as a value added service.

"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."

Brett King

private banks

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.

private banks

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."

Brett King

brokerage

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

Asset Managers

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.