Time to Accelerate

Your Digital Front-Office

Our flagship product, Digital Front Office (DFO) is your springboard from which to anchor, baseline reset and accelerate your digital transformation journey.
Out of the box, it ships with innovative plug-and-play modules, robust CRM integration and highly evolved features to maximise revenue generation, profitability and customer satisfaction/retention
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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.
CLIENT PORTAL
CLIENT PORTAL
Which complies with MAS, ASIC and other major regulatory authorities.
  • Map your entire customer journey
  • Easily incorporate your branding elements
ASIC
MAS
EKK
FCA
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
CLIENT PORTAL
CLIENT PORTAL
  • 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
Trulioo
Jumio
hooyu
Myinfo
World-Check

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.

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.

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.

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
CLIENT PORTAL

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.

Communication Channels

You will be able to customize the messenger, install it on your client portal and invite team members.

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.