Overview

INFOPRO’s Investment Banking software offers a workflow-centric, cloud-enabled platform designed specifically for investment banking operations. It supports global account onboarding via AI-powered eKYC, enables relationship managers to serve clients across borders and currencies, and includes advanced risk management (liquidity, operational, market, credit) up to Basel II/III standards. With pre-integrated modules, rapid deployment, and a lightweight technology stack, it is built for ease of maintenance and scalability.

Features and Capabilities

• Remote Onboarding: Enables clients to open accounts globally using passport-based AI-driven eKYC.
• Customer Empowerment: Mobile-first access enables clients to view cash and investment portfolios in real-time.
• Unified Engagement Channels: Relationship managers serve clients virtually, irrespective of country or currency.
• Risk Management: Built-in modules to identify and mitigate liquidity, operational, market and credit risk in compliance with Basel II & III.
• Rapid Deployment: Pre-integrated solution modules allow faster setup and lower implementation effort.
• Lightweight Technology Stack: Simplified maintenance and easier technical operations for banks.
• Global Scalability: Designed for institutions operating across geographies and currencies, supporting digital investment banking models.