Enabling digital product advice and presentations
The current sales approach for financial products is still manual and inconsistent, engaging your Sales staff in a time-consuming process involving various data sources. Global collaboration or working from home is almost impossible. This environment calls for a re-thinking of client interaction. Switching to our digital advisory process enriches your OTC, SRP and Fund Sales.
Optimize your digital client communication with our state of the art digital client interaction solution. It offers banks the tools to increase revenues by increasing effciency, traceability and reducing costs while fully adhering to regulatory and operational requirements.
Harmonisation of sales material
Homogeneous corporate design across all business units, geographies and client channels.
Reduction of operational risks
Centralized Golden Source integrated into internal systems avoid the need to manually enter client information.
Enrich client experience
Enrich your advisory by interactively capturing the client’s situation, through trade specifc scenario analysis and explanatory videos.
Reduction in meeting preparation times through automation allows the sales team to focus on client engagement.
The digital advisory process serves as a central document repository for all documentation (i.e. Termsheet, KID).
MiFiD II compliant advisory
Ensure regulatory compliance through automated target market, suitability and risk appetite checks and report generation.
Track client’s behaviour to provide relevant sales approach.
Fully or partly automated process
Capability to use the processes with the sales team or fully automated to increase customer interaction.
Digital Product Presentation
Modern, interactive and individually designed customer experience
Benefits vs. Traditional Sales Approach
Switching to a digital advisory process has benefts for you on all the different stages of the sales process