FIN/S
Robo Advisory Onboarding & Investors Portal
In today’s business world, digital transformation is not an option, but a necessity. Investment service companies now have the ability to expand their customer base by providing 24/7 remote and automated services. This is a productive way to help investors who are increasingly calling for seamless access to their portfolios, without having tο visit the company or to contact their investment advisor for information.
EFFECT comes to meet this ever-increasing need by offering tailor-made Onboarding and Robo Advisor / Hybrid Robo Advisor solutions.
Moreover, jointly with the University of Macedonia and the National Center for Research and Technological Development, EFFECT is preparing Deep Invest, a system that complements the robo advisory service with artificial intelligence technology.
CLIENT ONBOARDING
The EFFECT Onboarding service is addressed to existing and prospective new clients who, through a friendly, easy-to-use and simple environment, are guided to complete the standard onboarding procedures. EFFECT Onboarding is specially designed to arouse customers’ interest and encourage them to continue the process. It includes informative, explanatory videos, pages with infographics and instructions detailing all the necessary steps, while through the “frequently asked questions” it gives answers to every issue that may concern the client. The service encourages prospective new clients to complete the registration process and create a Customer Account by themselves, without the company’s intervention. As a matter of course, the onboarding is carried through an advanced process control and a carefully planned approval procedure, fully supervised by EFFECT’s authorized personnel. EFFECT Onboarding is fully interconnected with FIN/S. The data and documents of the prospective new client update FIN/S so to provide complete control over the approval procedure. The steps to be performed are fully defined at all levels through the FIN/S Workflow designer.
ROBO ADVISOR
EFFECT Robo Advisor is a completely secure and modern software that works on all devices and can be used to provide different investment services by the company. It can work either as a hybrid system for investment services companies that prefer to provide interaction channels for their customers, or as a 100% automated system for organizations aiming to keep costs low. EFFECT Robo Advisor supports a set of different services: From carte-blanche management, where the client-investor monitors through a simple, easy-to-use and integrated environment the development of his/her portfolio, to consulting management, where the client-investor is invited to approve or reject specific proposals at the level of investment category or title, or in their entirety. Depending on the knowledge and experience of each client, additional possibilities are provided, such as changing the input of title categories or specific titles in his /her portfolio (always within the limits of the already accepted risk) or even to choose from the offered titles and enter commands.
The EFFECT Robo Advisor can manage:
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Classic portfolios with shares, bonds, M/F,
derivatives, cash -
Portfolios Of ETFs
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Mutual fund portfolios – when used through a
Mutual Funds Management Company
