One-size-fits-all technology
Different client segments require different propositions. But one thing they all have in common is the need to go digital. Banks have struggled to service segments such as the mass affluents efficiently and how to industrialize wealth management.
Thanks to its common platform and modular structure, Gambit can help banks deploy multiple customer journeys based off the same platform: simple, advanced and advisory robo, face to face advisory: the core platform can optimally and efficiently support all client segments while being declined to the specifications of each one.
Benefits of this approach include economies of scale, faster time to market, investment strategies aligned to each segment, differentiated customer digital experience, increased revenue streams and customer loyalty.
Type of Interaction
Face 2 Face
100% Digital
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
Mandate
Advice
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
Real-time optimization
Model Portfolio
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.
