Scalable Wealth Management with Wealth Cockpit
Deliver a unified experience for your customers and relationship managers and increase overall engagement across all wealth management journeys with Wealth Cockpit.
Our modular, best-of-breed architecture allows your organisation to scale and future-proof its wealth management capabilities with cutting-edge technology.
Scalable Wealth Management with Wealth Cockpit
Deliver a unified experience for your customers and relationship managers and increase overall engagement across all wealth management journeys with Wealth Cockpit.
Our modular, best-of-breed architecture allows your organisation to scale and future-proof its wealth management capabilities with cutting-edge technology.
Rethink your service model to meet evolving client demands
Wealth management institutions should invest in scalable solutions to enhance decision-making and adapt to changing market dynamics. Ultimately, maximising returns and providing a better client experience.
Here are some problems that must be addressed:
Industry Challenge
Limited financial planning and analysis capabilities
Limited integration of insurance and investment services, coupled with inadequate goal tracking and portfolio analysis, results in missed sales opportunities and generic recommendations
Our Solution
Comprehensive suite of tools
Our solution incorporates an integrated suite of tools that provides a holistic client view, featuring automated data aggregation and proactive tracking with customer-level insights and alerts
Industry Challenge
Absence of a centralised platform
Siloed systems and disjointed interfaces lead to inconsistent client experiences across channels, limited holistic insights, and an inability to scale
Our Solution
Unified wealth platform
Our centralised front-office platform streamlines operations, eliminating disjointed user experiences and enhancing insights and actions
Industry Challenge
Inadequate personalisation and scalability
Mobile banking lacks customisation, using a one-size-fits-all approach with generic content and limited scalable advisory tools, resulting in low customer engagement and insights
Our Solution
Personalised mobile banking experience
We help revolutionise mobile banking with integrated data, personalised insights, and a tailored user experience through our customisable platform and flexible advisory tools
Rethink your service model to meet evolving client demands
Wealth management institutions should invest in scalable solutions to enhance decision-making and adapt to changing market dynamics. Ultimately, maximising returns and providing a better client experience.
Here are some problems that must be addressed:
Industry Challenge
Limited financial planning and analysis capabilities
Limited integration of insurance and investment services, coupled with inadequate goal tracking and portfolio analysis, results in missed sales opportunities and generic recommendations
Our Solution
Comprehensive suite of tools
Our solution incorporates an integrated suite of tools that provides a holistic client view, featuring automated data aggregation and proactive tracking with customer-level insights and alerts
Industry Challenge
Absence of a centralised platform
Siloed systems and disjointed interfaces lead to inconsistent client experiences across channels, limited holistic insights, and an inability to scale
Our Solution
Unified wealth platform
Our centralised front-office platform streamlines operations, eliminating disjointed user experiences and enhancing insights and actions
Industry Challenge
Inadequate personalisation and scalability
Mobile banking lacks customisation, using a one-size-fits-all approach with generic content and limited scalable advisory tools, resulting in low customer engagement and insights
Our Solution
Personalised mobile banking experience
We help revolutionise mobile banking with integrated data, personalised insights, and a tailored user experience through our customisable platform and flexible advisory tools
Transform your business with our centralised platform
Seamlessly integrate with existing systems, empower managers with tools, gain actionable insights, and offer tailored holistic life planning. This boosts revenue, engagement, and efficiency
The Wealth Cockpit Solution
Transform your business with our centralised platform
Seamlessly integrate with existing systems, empower managers with tools, gain actionable insights, and offer tailored holistic life planning. This boosts revenue, engagement, and efficiency
Key features
Integration and efficiency
Seamlessly integrate read-and-write-back functionality into your existing architecture, with full product support and direct connectivity to the order management system
Relationship management
Equip RMs with intuitive tools for client book management, including drill-down and slice-and-dice functionalities, and provide access to actionable customer insights and alerts
Holistic planning
Deliver comprehensive financial planning with AI/ML-driven content curation, ensuring end-to-end processes and tailored experiences for clients at different financial stages
Portfolio management
A dynamic portfolio management system supporting advisory and discretionary services across customer-direct and RM-guided journeys
Customer flexibility
Accommodate diverse customer profiles, catering to buy-and-hold investors, active traders, and various advisory use cases
Our value propositions
Key features
Integration and efficiency
Seamlessly integrate read-and-write-back functionality into your existing architecture, with full product support and direct connectivity to the order management system
Relationship management
Equip RMs with intuitive tools for client book management, including drill-down and slice-and-dice functionalities, and provide access to actionable customer insights and alerts
Holistic planning
Deliver comprehensive financial planning with AI/ML-driven content curation, ensuring end-to-end processes and tailored experiences for clients at different financial stages
Portfolio management
A dynamic portfolio management system supporting advisory and discretionary services across customer-direct and RM-guided journeys
Customer flexibility
Accommodate diverse customer profiles, catering to buy-and-hold investors, active traders, and various advisory use cases
Our value propositions
