Sales & Marketing

Planning and management of campaigns, campaign implementation (online, mobile, email, messaging, social media, direct marketing etc.), lead management and segmentation, classification, end-to-end measurement and reporting.

Touchpoint Management

Management of all digital content, template management, cross-channel publishing, digital advisory tools (calculators, product selectors etc.), research platforms with integration of third-party content suppliers (e.g. Thomson Reuters), experience management, customized interaction management and rule-based automation of correspondence.

Onboarding Management

Digital onboarding/purchase of banking products (account opening, loan applications, investment products, credit cards etc.), document creation and management with scanning connectivity, real-time credit decisions, compliance / KYC [GWG (Anti-Money Laundering Act), PEP, ZEK (Swiss central credit information bureau) etc.] and workflow management.


Portfolio Management

Definition of offerings, investor profiling, suitability management (at the instrument (PRC) and portfolio level), order management / order book / block order management, robo-advisory services, MPT optimization and automatic rebalancing / portfolio monitoring.

Product Information System

Offering-specific definition and management of product parameters (e.g. forward interest rate tables), contract generation and management, specific processes (mortgages, consumer finance, insurance and elderly provision (such as pillar 3a, ISA, SIPP) etc.

Service & Customer Cockpit

Secure e-cockpits for customers for central communication, servicing, purchasing, contract management, action triggering and customer reporting.


Customer Relationship Management (CRM)

360-degree prospect and customer management, rule-based messaging, case handling using a ticketing system, customer document and workflow management, collection integration, integration with existing CRM and call-center infrastructure, video consulting (Lync) and central management of peripheral systems in customer support.

Document Management

Real-time generation of documents (PDF, Word, HTML, email, secure messaging, SMS), definition of required documents by business case, integration of the documents into the CRM workflow, OCR integration and archiving.

Analytics & Intelligence

Big data analytics, predictive modeling, decision engine for the management of customer interactions and processes, OLAP, segmentation engines, end-to-end tracking and analytics and dashboard builder.


Compliance

Audit trails, customer reporting, cross-border management, KYC management, ensuring compliance with customer interaction rules (FIDLEG (Swiss Financial Services Act), MiFID II), central rights management of users.

Integration Layer

additiv DFS functions can be added to existing systems. In addition, additiv DFS can be fully integrated with existing systems via a range of interfaces (SOAP web service, FIX and Swift interfaces, REST service, flat file batch import and export, XML batch import and export).

System Adminstration

Multi-tenant management, rights management, multi-language and multi-channel settings, monitoring, audit trail, output design management etc.


Overview of additiv Digtial Finance Suite (DFS).