Inspiring excitement and confidence in financial services
Fund
Managers
Wealth
Advisors
Kiwisaver
Providers
We're committed to ensuring that the financial services
industry thrives in
the face of digital disruption.
digital empowerment
A suite of solutions to improve customer retention and communication, while streamlining your operations and compliance.
Technological disruption and shifting market trends has created a massive opportunity for financial service providers to service a larger customer base. Our digital tools have the power to enhance and support personal client relationships by combining technological efficiencies with human connection.
fund managers
Create a truly immersive digital investment experience to effectively capture new market segments and grow fund under management.
Empower your customers, simplify the investment process and drive a customer-centric and agile fund management business. Get the tools to thrive in the new digital age.
fund managers
wealth advisors
wealth advisors
Enhance and support the client-advisor relationship by engaging with current and future clients digitally.
Provide a delightful and unparalleled investment experience to a growing customer base by actively supporting and enhancing your company’s advice experience through an intuitive and engaging digital offering.
KiwiSaver
Foster long-term relationships and empower your customers to reach their financial goals through a curated online experience.
Build a captivating digital experience for your customers, capture the growing mass affluent and build a sustainable and intuitive business that delivers engaging information to help customers achieve their retirement goals.
KiwiSaver
robo advice
Open up new channels to market by making investment advice more accessible to a growing customer base.
Open the doors for the next generation of investors to access expert financial and investment advice at a fraction of the cost, while enhancing customer relationships and driving process efficiencies.
robo advice
modules
Select from our comprehensive range of digital tools and modules to form a tailored solution that is designed to deliver compliance and administration efficiencies while improving digital client engagement.
digital client engagement
- mobile app
- customer dashboard & investor portal
- online investment
- Risk Profiling
- financial calculators
- investment & performance tracking
business efficiencies
- eKYC
& eAML
- OCR
- Biometrics
- Advisor Portal
- Admin & Compliance
Portal
- User analytics
- CRM
empower and delight your customers through innovative and intelligent digital tools
Get the solution that supports and strengthens your client relationships through interactive and innovative digital engagement solutions. Our solution helps you to grow and protect your margins by making it easier to engage with and manage compliance for a growing client base.
Our purpose is to inspire excitement and confidence in financial services through digital innovation and engagement.