Deepen client relationships, streamline operations

Give clients, relationship managers and external advisors the tools they need to collaboratively manage, optimize and grow client assets. Combine digital self-service tools with high-touch services, to deliver a high-quality experience on every touchpoint. Leverage and customize composable, out-of-the-box components across client acquisition, daily banking, specialist lending, wealth planning and advisory, investment management, and international banking services.

Deliver personalized, white glove digital experiences

Offer clients full transparency and control anytime, anywhere with award winning mobile and web applications that reflect your brand and tone of voice.

• Give clients a comprehensive view of their assets, products and investments with personalized dashboards, quick access to insights, real time transactions, payments, and more
• Enable easy account management for multigenerational families with family and estate banking capabilities that you can customize to your clients’ needs
• Make collaboration with relationship managers easy, enabling clients to review and discuss financial strategies via secure chat or in-app video, and co-create personalized plans

Empower relationship managers to deliver exceptional service

Free relationship managers from manual tasks and give them the insights and tools they need to build meaningful client relationships and drive portfolio growth.

• Streamline day to day tasks with unified workspaces that make it easy to execute client requests and generate tailored proposals efficiently 
• Deliver a unified client portfolio view, including preferences, products, past interactions and product and service recommendations
• Connect to any existing internal system like CRM, PMS or third-party sources - such as market data providers like Bloomberg and Morningstar - for real time insights on market trends, portfolio performance and client sentiment.

Offer premium banking services for your clients’ every need

Provide a comprehensive suite of everyday banking, lending and international banking services 

• From current accounts, to premium credit cards with exclusive rewards , give private banking clients easy access to products that meet their needs
• Offer value-added services like international payments and FX as part of your private banking applications, with a convenient digital experience
• Simplify and streamline access to money by digitizing loan origination for mortgages and complex specialty loans, like Lombard loans and asset financing

Offer holistic wealth management propositions

Give clients access to a broad range of investment options while offering discretionary and advisory capabilities for creating, managing and optimizing investment portfolios.

• Leverage emerging opportunities by incorporating third party products into your offers – like alternative asset products such as private equity, venture capital and hedge funds
•  Enable clients to analyze their portfolio performance at a glance, adjust asset allocation and explore curated investment opportunities 
•  Enable seamless collaboration with relationship managers and external advisors in reviewing investment recommendations, providing feedback on proposals and jointly refining investment strategies

Capabilities

Onboarding

Onboard private banking clients with a digital-first experience, enabling secure account opening, identity verification, and personalized onboarding tailored to high-net-worth individuals’ needs.

Loan origination

Streamline loan origination with end-to-end digital workflows, enabling seamless applications for personal loans, mortgages, and complex specialty loans with real-time decisioning.

Servicing

Deliver premium private banking services through a unified digital platform, empowering clients to manage accounts, access insights, and collaborate with RMs seamlessly across devices.

Wealth

Empower clients with a 360° view of their wealth, from portfolio aggregation to real-time performance insights. Support tailored investment strategies and co-creation of financial plans with RMs.