A Software for Digital Advisory that enables Private Banks to better serve the needs of high value clients, private individuals, entrepreneurial families or family offices. Uplift your digital capabilities and give your clients instant access to their advisers : deliver hybrid advices via video-chat, collaborate online with screen-sharing or co-browsing, ensure continuity of engagement and share investment advices with our secure omni-channel messenger and ultimately build long-term trust.
We integrate all communication channels in one software and do not offer only one single channel (e.g. video-chat).
With our whitelabelling functionalities and integration capabilities, we are able to satisfy specific Enterprises needs.
With our proven track record in the financial services industry, we built an integrated solution based on the latest technologies, providing Private Banks with the needed compliance and reliability along with an agile and diversified approach to meet current and future requirements.
are performed by an active adviser per month
is the average duration of a video session