Robo advice lets you offer an online wealth management service, enabling your customers to manage their own investment portfolios. The result? Customers get straightforward, affordable financial advice. You can onboard customers automatically using a chatbot. Let customers set up their own savings goals. And guide them through the customer journey using a chat format. Robo advice works together with Matrix, our customer-centric digital banking platform.
Click here to read more in our Robo advice white paper.
Borrowers demand individual attention, innovative products, and operational excellence. Our solution is automated and gathers data effectively. This eliminates long customer acceptance times and manual processing, things that slow down many of today’s lending products. We remove the headaches from processing and gathering data, helping you make the transition to a more agile bank.
Our solution provides automated and effective data gathering. You can offer individual attention, innovative products, and operational excellence to you customers in a fast and secure environment. This eliminates long customer acceptance times and manual processing and helps you make the transition to a more agile bank.
Click here to read more in our FX trading white paper.
The wealth management environment is competitive, highly regulated, and traditional. Our Wealth management solution is designed to give you a head start in digital banking, so you can create stronger customer relationships, reduce costs, and better deal with stringent regulations. Move online by introducing our innovative technology solutions.
Securing the right mortgage is a key part of a customer’s financial journey. Our mortgage services are designed to give your customers as much or as little help as they feel comfortable with. From execution only, where the customer picks their own mortgage to independent advice, where the customer is guided by an external advisor.
In today’s international environment, customers want flexible bank accounts that they can adapt to their lifestyle. From multi-currency savings accounts to multiple accounts in different currencies. Our Savings and deposit solution provides your customers with maximum choice and flexibility.