Private investors expect appropriate services and information to be delivered via various digital channels to support their investment decision process. Investors must be served individually, according to their behaviour and desired advisory model. Increased regulatory requirements demand additional information and workflows to stay compliant.
SIX Financial Information offers a Digital Banking Widget Service that provides market, reference, regulatory and risk data for the investment decision process for private investors and the relationship managers or external asset managers who support them. This data will be provided via common APIs that allow for easy integration into different digital channels and front-end systems. To do this, SIX provides different data templates to serve various use cases.
Third-party data aggregation, use-case-specific business logic and visualisation that displays the appropriate data in the right context are an integrated part of the service. SIX offers added value in the form of user-specific data entitlement, stock exchange reporting and third-party billing to ensure that financial institutions are compliant with the requirements of data sources.