Type of Interaction
Face 2 Face
Some clients want a pure online self-serve solution, others want to sit down with an advisor to discuss their investment strategies. Others may want a mix of both. Advisors need flexible tools to meet the expectations of their customers in a digital world.
Type of Management
Our solution provides seamless end-to-end management of the client relationship whether you are advising him or managing his portfolios for him. Discretionary clients can onboard, determine their risk profile, run simulations, start investing and monitor progress online. Advisory clients benefit from a streamlined customer journey which highlights the added value of the relationship managers. 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 Quarters.
Level of Personalisation
Customer knowledge and expectations vary significantly from the retail to the wealth segment. Sitting with a client, advisors can run a live optimisation based on a 360° view of client holdings and generate personalised recommendations. In a discretionary mode, clients can select from a range of standard or thematic portfolios, and in more sophisticated cases, define constraints and preferences in order to build highly personalised portfolios.
GAMBIT HUB OF MODULES
We have a component and micro-services based approach for faster customization and cheaper deployment costs. Our technology foundation, a digital hub with an open API structure, allows us a fast go-to-market when integrating with existing systems and allows an easier integration of third party applications.
Our clients can choose to start with quick wins or to build with us a complete end-to-end solution that fits their specific expectations and business model.
Our agile and disciplined deployment methodology cuts time-to-market, while protecting the integrity of end-clients experience.
Our solutions respect the latest security standards and are regularly audited by external specialists, including penetration tests.