Digital Front-Office
DFO transforms the way fund managers, brokers, wealth managers, ROBO advisors, global remittance providers as well as banks and insurance companies and anyone involved in financial services :
identify > acquire > engage with > manage and retain clients.
Which complies with MAS, ASIC and other major regulatory authorities.
- Map your entire customer journey
- Easily incorporate your branding elements
Provide a next generation onboarding platform for your Corporate / Institutional / Trust Clients with Built In.
- Mobile first design
- 100% digitised forms
- Digitised FATCA
- Integrated with Docusign
- Multiple users can operate one account / User’s Management
- Inbuilt Directors and Shareholders identity checks
- Regulatory assessments based on selected products
- Plug & Play client portal with insightful Dashboards and integrations
- Build your own logic for classification of clients online
- Create your own appropriateness / suitability tests for your clients online
- Validate customer digitally with the following data providers
Client Dashboards
Extend your Digital Onboarding Platform with Next Generation Client Portal and out of the Box Features for Financial Institutions, e.g Dashboards / Reports / Statements / Payments etc.
Multi-Asset / Customized
Affiliate
Analytics
Futures & Options
Enable your customers to make Instant Payments
Our Solutions include Multiple Currency Processing, Automated Current-Rate Conversions and production ready Integration with many popular merchant providers.
Wallet Transactions
Fund Wallet
Withdraw Funds
Transactions History
Accounts Management
DFO equips you with all the necessary tools and services at the critical Account Management level, to get you online quickly, credibly, comprehensively and in a manner that we’re confident will leap-frog your competitors.
Create FX Accounts
Futures & Options Accounts
Support Center
Notification Center
Client Manager Features
Provides a Single, End-To-End Picture of the Customer's Journey
- Customer 360 view
- Sales Pipeline
- Service Tickets
- Campaign Management
- Regulatory Compliance Interactions
- Calendar
- Language Editor
- Dashboards / Reports
CRM Modules
Extend your Digital Onboarding Platform with Next Generation Client Portal and out of the Box Features for Financial Institutions, e.g Dashboards / Reports / Statements / Payments etc.
Leads Pipeline
Customer 360
Language Settings
Advisor Dashboard
Communication Channels
You will be able to customize the messenger, install it on your client portal and invite team members.
Channels
Advisor Chat Integrated
Chat with Advisor
Support Center
Digital Front-Office Platform
Choose a template From a Library of digital forms to address both retail and institutional clients.
Digitise your existing forms and receive online applications in a secure, consistently formatted and scalable manner.
Integrated eKYC, Dashboards, Account Management, Payments and other business specific modules.
Seamlessly manage all leads and clients with our built-in Client Manager for the financial services industry.