Deliver change and efficiencies to your processes, leveraging your client data across the full lifecycle, from prospecting and onboarding to trading.
Our client prospecting solutions enhance a bank’s ability to perform prospecting by:
Our account onboarding and Know Your Customer (KYC) solutions collect essential information for downstream compliance, anti-money laundering and fraud regulations. We deliver:
Wealth managers need to establish client suitability and determine whether an investment decision is in the best interest of the customer and complies with regulations.
Our efficient suitability solutions include:
Open multiple accounts for numerous clients in the same account linked group. We deliver:
We can help consolidate multiple legacy trading mainframe systems, standardize data and services across multiple asset-classes, and migrate your advisors and your clients to more modern and resilient platforms.
Our single, modern platform empowers clients’ investment management businesses to deliver industry-leading client service through one centralized digital touchpoint.
Our solutions for assessing environmental, social and governance (ESG) impact include:
We offer modern business insights, digital tools and portals for advisors and clients, fueled by better ideation.
Our client insights include:
We offer tech-driven models for financial advisors that:
Our chatbots can be used by financial advisors for annotating existing data sets and creating training data for NLP models to:
Regulators expect wealth managers to demonstrate operational and cyber resilience and proactively engage with changing rules and expectations.
Our real-time portfolio risk monitoring and assessment offers:
Our next generation Global Rules Engine automates pre-trade compliance checks and: