Turn your investor portal into a highly engaging and intuitive mobile app. The same features and functionality of the investor portal can now be placed directly into the hands of your clients, amplifying engagement and communication. The mobile app facilitates a better communication and personalisation experience through tailored notifications and alerts. Ease-of-use, improved accessibility and greater convenience helps to improve the customer experience and improve your brand image. This is a great tool for companies who want to position themselves as forward-thinking, customer-centric asset management specialists.
As a core module that drives our solution, the investor protal provides clients the functionality to track and manage their investments from any device. Interactive dashboards are a great engagement and customer retention tool, as clients can visually engage with their investments and advisors in real-time. Customisable prompts can be setup to encourage cross-selling, therefore increasing the spend per client. Save time and money through admin efficiencies, as self-service functionality allows customers to edit static profile information. Data analytics helps build a personalised investment experience by providing tailored messaging to clients at different stages of their investment journey.
Profile your range of funds or investment options, and allow clients to invest at the click of a button through either lump sum amounts or regular payment options. Existing clients can easily add to their investments or invest into new products. When combined with the Investor Portal, inbuilt prompts provide powerful opportunities to cross and up-sell. Automating the investment process is a great way to enhance the investor experience, drive efficiencies, lower costs and enhance the productivity of client-facing teams.
Enhance and streamline the advice process through a seamless online risk profile. Whether it's part of the digital advice process, or used a standalone tool on the front end of your website, a digital risk profile tool is an interactive way to help investors determine their investor profile and the subsequent investments or funds that are suitable for them. When included in the digital onboarding and advice process, a recommendation is provided based on the results. For firms looking to target the emerging mass affluent, this module helps make advice more accessible and can also deliver forecasts to help investors contextualise their choices.
Support and educate clients through intelligent forecasting tools to help them understand their current and future financial situations better. By plaing these tools into the hands of your clients, they can easily track their investment or retirement goals. Automated progress reports help to support those goals and provide situational contexts to their investments. Specific KiwiSaver calculators, such as forecast balance at retirement and forecast income at retirement, facilitate better engagement with your clients. These interactive scenarios are a great sales tool to encourage cross-selling, investment top-ups and generating new leads when used on your website.
Housed in the investor portal, this module empowers your customers to track and manage their investments with ease by giving them complete insight into fund performance. Allow customers to take control and engage with their investments like never before. Visual displays combined with relevant performance information and integrated chat functionality helps to educate and inspire clients to achieve their investment and retirement goals. This enriching and tangible investment experience helps to foster stronger client relationships, resulting in improved sales pipelines.
Online, automated advice reduces costs and improves efficiencies, helping to open up new customer segments. Whether you choose to go hybrid or fully digital, digital advice processes helps to improve accessibility to a larger audience, and makes it more feasible to service them anytime, anywhere. Intelligent algorithms based on clients' risk profiles and other data points help to deliver curated advice to a mass market. Risk based or thematic model portfolios makes it easy for your customers to invest with confidence.
A key first step in the client relationship, an automated, compliance-driven on boarding process improves the ease of use and access for customers wanting to open an account. Improved efficiencies, automated workflows and visibility over the sales cycle reduces administrative time and cost overheads while providing a great customer engagement experience.
Enhance the onboarding experience by streamlining and automating compliance through electronic verification of KYC and AML documents. Setting up a new account can now be a seamless, stress-free process for your customers, eliminating the need for paper documents and original signatures. Instead, information is instantly verified against the relevant databases, leaving an audit trail that makes the Compliance Manager’s life easy.
Optical character recognition technology is a clever tool to help speed up the digital onboarding process. Clients simply take a photo or upload a copy of their passport 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.
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 certainity 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 solutions, 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. Clear access and data transparency empowers the administration team to deliver a curated customer service experience. Schedule and publish regular communication regarding fund updates and market performance.
Improve your sales cycles by tracking customers' interactions and purchasing decisions 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. Understand what is important to your customer by extracting contextual information based on how they interact with the tools, information and portal available to them. 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.
Specifically designed to address the needs of financial service providers, the CRM module provides deeper insight into customer investment behaviour and interactions. This empowers employees, helping them to improve and validate 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 be integrated into email systems, enabling 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.