of your financial advice and product sales.
Optimise your operations in branch office sales and client management. With our solution tellers and bankers can easily provide accurate MiFID II compliant investment advice, and find the best solution for the client while everything is recorded and reported as required by the regulation. Additionally, sales managers can easily manage products and sales priorities as well as review up-to-date information about sales activities within sales teams.
Our solution for Banks supports all phases of a financial product sale as required by the regulations of the financial industry, such as MiFID II: gathering background information (e.g. KYC, AML, PEP), providing investment advice and product information (incl. PRIIPs, KID), managing customer relations, delivering proposals, closing deals, generating trade orders, reporting automatically and on demand, recording audit trails, and much more.
To harmonise customer service and enhance usability, our solution supports a multi-channel approach on desktop, mobile or tablet. Our software solution also includes flexible APIs to integrate to other tools used as well as secure communication and authentication models.
While computer takes care of the documentation and reporting, people working with customers can concentrate on what’s the most important: advising the customer.S-Bank, serving almost 3 million customers in approximately 1,000 S Group outlets around Finland as well as in online channels.
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Top Features for Banks
Our modularised platform enables you to choose exactly the functionalities you need for your business.
This is an example what our typical Banking customer considers important for them.
Guide advisors through KYC information collection, automated proposal creation, and final execution of contracts and trade orders.
CRM designed for
the Financial Industry
Gather all relevant data for efficient management of potential and existing customers as required by regulations.
Manage an entire life cycle of a trade in an integrated, compliant, and transparent way.
On Demand Reporting
Automated and on demand reporting for authorities, customers, and other stakeholders.
We work closely with you to find
the best solution for your business.
We make your business always accessible
with every device.
With us you will have an investment management platform that grows with you.
We support you during the deployment and over the years to come. You will have access to our expert consultants, training and online support.
With us you will always have the latest release of the software. Included in the price.