KEEPING UP WITH TECHNOLOGY AND YOUR CLIENTS
Retail banks are faced with big challenges to keep up with rapidly evolving new technologies and the shift in customer behaviour. While clients expect their banking experience to be personal and tailored their needs, they also expect a high degree of digitalised services that allow them to carry out operations independently and at their best convenience. To stand out from their competition and give their customers the unique banking experience they expect, banks will have to correctly balance technology and human interaction. Gambit's solutions were designed specifically to address the evolving banking industry, and we have successfully helped our clients overcome the challenges they were facing.
OUR CLIENTS ARE OFTEN FACED WITH
Less branch visits
Clients are less willing to come to branches and expect more digital interaction
In addition to their digital expectations, investors often value personal interaction with a human advisor
Providing financial advice comes with a high cost due to the personal interaction and difficulty to follow-up advice
Banks have difficulty communicating and implementing the latest investment strategy via their branches and relationship managers
Our advisor-guided solution provides seamless end-to-end management of the client relationship, whether your client is sitting next you or checking his investments online. A simple on-screen dialogue guides clients through portfolio options and helps them define their objectives. You can support their decisions by simulating proposed portfolios. Once the portfolio is set up, clients can monitor their investments online or use the website to arrange further meetings.
With our self-guided solution, you can enable your clients to set up their portfolio by themselves online. The simple user interface prompts investors to determine their risk profile and select portfolios that match it. Investors can compare simulations before making a final decision and they can track investments digitally. This white label discretionary management solution can be implemented in just a few months.
Offer your clients a banking application that will allow them to carry out their daily banking operations from their mobile phone with high flexibility and security.
Financial advisors and wealth managers- Often have difficulty distributing rebalancing advice to a large audience. Furthermore, customers often don't take immediate action so following up with a personalised explanation is necessary. Our solution allows the automation of advice, without diminishing the added value of the advisor, who can still adapt, personalise or stop the advice coming from the Head Office.
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