Financial services and capabilities you can
arrange into relevant and comprehensive solutions
A wealth of possibilities for designing the right solution
- Capabilities in all key areas of finance, at all stages of the value chain, and in all key geographies.
- Arrange them into comprehensive end-to-end value propositions which address real-life customer needs.
- Goal-oriented pension planning, tax-efficient savings, blended insurance protection, employee wellness and more.
… the realm of possibilities is vast!
Everything you need to maximise customer engagement:
- Hybrid wealth management
- Wealth account aggregation, portfolio analytics and client reporting
- Multi-asset execution and custody
- Multi-asset class risk analytics and portfolio construction
- Tax reporting
Everything you need to offer a seamless investing experience:
- Advised or self-serviced investing
- Portfolio construction, simulation, optimization
- Multi-asset execution and custody and risk analytics
- Stress testing
- Investment process automation
Everything you need to offer sustainable finance:
- ESG data, indexes, evaluation metrics
- SDG-focused investment themes
- SFDR Reporting
- Real-time news analytics
- Actionable insights, scores and predictive signals
Everything you need to maximise customer engagement:
- Conversational & collaboration interfaces
- Live chat & secure messenger
- Video & voice solutions
- Co-browsing
Everything you need to offer secured and unsecured loans:
- Mortgage calculator
- Origination and arrangement
- Fully digitized processes
- Ecosystem of lenders
Everything you need to offer Non-life, Life, and Health insurance:
- Insurance product design
- Individualized insurance products
- Risk-profiling
- Client self-service
- Ecosystems of insurers
Everything you need for secure end-to-end service delivery:
- Fraud monitoring
- Seamless 2FA with fallbacks
- Compliant transaction confirmations
- Secure helpdesk authentication
- Passwordless authentication
- Biometric MFA
- Transaction signing & identity verification
- Digital identity and digital signatures
Everything you need for compliant operations:
- Integration to KYC providers
- Risk Profiling
- Investment suitability
- MIFID and FIDLEG Reporting
- Advisory protocol
- Loss report
- SFDR report
Everything you need to offer digital assets:
- Digital asset custody
- Investing in digital asset opportunities
- Digital asset aggregation and risk analysis
- Digital assets and fiat off-ramps and on-ramps
Speak with an expert
Book a session with experts in orchestrated finance,
digital wealth, and technology.