SOLUTIONS

Innovative Advisory Software for Financial Institutions

    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 industrialise 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

    Optimisation

    Model Ptf

    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 customisation 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.

    01

    Modular

    Modular

    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.

    02

    Agile

    Agile

    Our agile and disciplined deployment methodology cuts time-to-market, while protecting the integrity of end-clients experience.

    03

    Secure

    Secure

    Our solutions respect the latest security standards and are regularly audited by external specialists, including penetration tests.

    A CUSTOMISED SOLUTION USING STANDARD BRICKS

    Robo-advisor

    Robo-advisor

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    Advisor-Guided Investment Advice

    Advisor-Guided Investment Advice

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    Pension platform

    Pension platform

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    Advice Communication

    Advice Communication

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    Asset Management Platform

    Asset Management Platform

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    Mobile Banking

    Mobile Banking

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    Wealth as a Service

    Wealth as a Service

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