Digitally-enhanced customer relationship

The wealth management industry faces significant challenges: competitive intensity is increasing, fees are being compressed, costs are rising, and investors expect traditional levels of return. These challenges require wealth managers to differentiate themselves.

At the same time the rise of technology has re-defined how we interact with others and the ability to access to information we need. Global digital titans, like Apple, Google, Facebook and Amazon are continuously innovating to improve customer experiences with targeted features and services.

This wave of digital disruption offers private banks and financial institutions the opportunity to differentiate their strategy and offer their customers new services.

Five opportunities Prospero Mobile App offers to private banks and financial institutions

Provide Customers with the Transparency They Require
Give customers an amazing digital experience. Our web client platform and tablet application provide customers with a 360° overview of their portfolio valuation, performance, future cash flows and personal reports. Give customers access to your investment strategy. Our configurator lets you easily personalize the user experience, from the visual design to data visualization, and available reports and fact sheets.

Suggest targeted investment and customer trade orders
Prospero’s order management system simplifies the traditionally time-consuming process of filling out order books. Now, these are quickly and easily generated through pre-filled forms which are intuitive and easy to use. In addition, each time an order is being filled, the OMS runs a real-time compliance check to ensure the trade is compliant. Even financial advice is provided on that individual trade, so you’re covered from every angle.

Make the Customers Relationship a more personal experience
Provide each individual customer with an exclusive digital relationship experience, using the most modern features such as secured messaging and report sharing. We have designed each and every feature to lead customers to create their own uniquely suitable experience on the basis of their contact preferences.

Differentiate Yourself Through Customization
Just as no two wealth management companies are identical, no two software systems should be identical. Different enterprises will look for emphasis in different areas. Prospero’s white label solution allows you to increase your brand reputation with a high quality, easy to use digital application. You can customize the functioning, look and feel of your whole system with a few simple clicks.

Visual Design
Extensive Access Management
Reports
Data Visualization

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