Qumram provides a fully compliant digital audit trail recording every digital interaction (web, social, mobile) securely and transparently, as well as in accordance with global regulatory requirements: SEC, FTC, FINRA, ESMA, MiFID, FFSA, DoL and more. Qumram also facilitates fraud detection, call centre enquiry handling, and customer behaviour analytics.
kw Loan & Mortgage Advisory
Your omni-channel platform for loan & mortgage advisory services for private clients and small and medium-sized enterprises. Innovative, efficient and audit-proof solutions. You can make a lasting impression on your client while at the same time providing efficient and regulatory-compliant loan advisory processes.
Contovista - Personal Finance Management (PFM)
Advanced account statement visualisations enable online banking clients to easily understand the dynamics of the account. By aggregating transactions by category, tag, or any other available dimension, clients can now analyse their spending habits easily and in real time.
Strengthen your client relationship with innovative, digital value. Offer your clients direct, paper-free delivery of financial documents in a highly secure digital vault, where they can also keep all of their important files and passwords safe and easily accessible. Furthermore, offer your clients a hassle-free way to share files with their asset manager through so-called Team Spaces.