Dorsum’s Botboarding platform enables financial institutions to build onboarding chatbots, which are incorporating a human-like way of communication with traditional customer data gathering and user profiling to help banks to acquire new customers in a fast and frictionless way. Botboarding provides one of the most advanced platforms to create a chatbot for your banking products where the bank can tweak the personality of the chatbot, able to add new functionality, analyse and optimize its performance. Real time analytics helps to optimize the bot’s behaviour and seamless integration with CRM systems enable to record new qualified prospects.
Virtual Advice is a goal-based advisory mobile app for banks and investment services providers. Our software enables you to provide massively scalable personal digital advice to wealthy customers with a modern mobile app ensuring a great user experience (UX). With our application, you will be able to deliver proactive and specific goal- or portfolio-related advice and track your customers’ reactions and behavior instantly.
Sentifi widgets are customizable solutions placed directly on any platform that provide contextual information with the content being viewed to give the reader crowd intelligence. The information is constantly being updated to provide timely Sentifi API provides direct access to the Sentifi Engine which provides crowdsourced financial information that can be added to your internal portals and/or systems.
We offer Avaloq banks a structured FX Risk Management solution in cooperation with Avaloq. The solution can be white-labelled, is scalable and can be applied to one client or a group of clients. It allows to better adjust the FX risks in a client’s or group of clients’ portfolio and gives the Chief Investment Office / Relationship managers and the end clients the choice between: - No FX risk insurance (end client takes the full FX risk in her portfolio), - Full FX risk insurance (end client hedges all FX risk in her portfolio), - Dynamic hedging based on the internal quant team of the bank, complemented with signals of leading quantitative funds provided through Sanostro’s Quant Platform (variable level of FX risk insurance in her portfolio)
Futurae offers a unique artificial intelligence (AI)-assisted 2FA, continuous authentication (securing a user throughout a session) and traditional strong authentication portfolio with a focus on usability for the end-user. The 2FA suite can be easily integrated into any online platform through a RESTful API that is fast and easy to integrate into an existing authentication infrastructure (available both on premise and on the cloud).
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.
Comprehensive, unbiased and easy to access research reports on demand: • Covers equities, markets, industries, sectors and funds worldwide. • On 6,000 stocks, 40 markets, 18 industries, 100 sectors and 15’000 funds. • Updated twice weekly / weekly for funds. • Ready to print. • Fully quantitative and hence totally unbiased. • Multilingual. • Customizable with individual logo, colors, coversheet etc. to meet corporate identity standards.
Customer-centric digital vault offering for the long term – solution for end-customers to store personal documents and passwords. Digital vaults increase customer loyality and brand-exposure, for example through daily (mobile) usage of password safe Digital vaults create peace of mind for the customer his family and the next generation, by providing privacy protected central storage and allowing for data inheritance.
The crowdhouse offering is clever online solution that allows anyone to become a co-owner of a Swiss property. Starting with small investment amounts the co-owner receives rental income on a quarterly basis and participates in the development of the overall value of the property. While crowdhouse takes care of all the work regarding the acquisition and management of the property, the co-owner receives an entry in the land registry and can still sell his co-ownership anytime.
Ortec Finance facilitates goal-based financial advice through OPAL platform. OPAL platform meets the needs of different business models as well as online propositions. Our platform offers solutions for all business models in all stages of the advisory process: from KYC and risk profiling to cash flow planning, wealth planning and monitoring. OPAL platform is powered by OPAL engine and can easily be integrated with existing architecture, advisory tooling and online client portals.
Significantly reduce costs, improve engagement and compliance by moving your clients away from email to a wholly owned, branded and compliant solution. The Novastone next generation messaging platform gives you back control of conversations and turns processes from paper and portals to instantaneous communication.
Your omni-channel platform for credit & 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.
kdprevent™ is a leading analytical platform developed for financial institutions, which addresses issues like Anti-Money Laundering, regulatory compliance, fraud, credit-, reputational and operational risks and security of online transactions. kdprevent™ provides a substantial improvement of the compliance and controlling processes while reducing the processing cost dramatically. The solution monitors a wide spectrum of customers’ actions and analyzes information gathered to identify and block any criminal or otherwise suspicious activities. kdprevent™ is a modular platform, which allows both for implementation of dedicated solutions in specific areas as well as supporting a full range of antifraud issues. kdmonitor™ is a module of kdprevent™ that allows to monitor – and where applicable to block – in and outgoing transactions in realtime. kdmonitor™ works with simple webservices or accordingly with using the certified Avaloq adapter.
Advanced account statement visualisations enable online banking clients to easily understand the dynamics of their account. Transactions are automatically categorized and presented in straightforward graphs allowing clients to analyse their spending habits quickly and in real time.
GTExchange allows banks and financial institutions to access multiple financial networks through a single window providing transparency and visibility on any financial transactions. GTExchange supports high-volume and complex message flows from multiple counterparties over multiple networks (including SWIFT, SIC, SECOM, EBICS SEPA, FIX (post trade), SARIE, Blockchain) protocols and formats. GTExchange is a SWIFT Certified Interface for SWIFT Customer Security Program, FIN, RMA, FileAct, InterAct, SIC4.
The Spitch solution can identify a person on the telephone based on his spoken name (identify who is speaking), verify the identity of the person based on the biometry of his voice, without the need of saying a password. We can also “translate” (speech-to-text) every spoken word into text data during the live conversation, also in “schwiizerdütsch”. This can help to fully automate spoken processes and therefore reduce cost and increase customer satisfaction.
The suite, is unique in that it turns a banking website/online resource into a multi-user application allowing to co-browse, chat, video-chat, live-chat, co-browse documents and collaborate on any publicly accessible web content as well as share any internal web applications the bank may want to use in a client interaction. The system also supports collaboration on mobile devices, extending the experience to mobile banking apps.