Moneythor, a leading solution provider of personalised customer experiences for banks and embedded financial services firms, announced today at the Singapore FinTech Festival (SFF) the launch of a wealth & portfolio management add-on module to its award-winning data-driven personalisation and digital engagement solution.
Blending enterprise-scale technology with market-leading expertise, Moneythor’s proven solution delivers unmatched business value by turning financial institutions’ systems of record into systems of engagement driving measurable business results, such as improved loyalty and NPS, lower cost to serve customers and increased revenue from more relevant campaigns.
Through this new module, the Moneythor solution’s capabilities have been enhanced to address the growing expectations of emerging and mass affluent as well as wealth management customers for personalised and engaging digital experiences throughout their investment journey.
With flexible integration options, the Moneythor digital engagement tool for wealth management can ingest a broad set of data, from retail accounts, cards and lending products to customers’ investment portfolios, holdings and Net Asset Value (NAV) feeds, including those sourced via Open Banking rails. The information is then used by the configurable Moneythor platform and its modern API to generate and deliver tailored insights, recommendations and nudges at scale and in real-time.
From dynamic widgets with details about their assets & liabilities to educational material and tailored insights, customers can then receive rich, actionable and contextual information to help them manage and grow their wealth.
The solution also becomes a fully configurable conduit to let customers update their risk profile, compare their investments against a model portfolio, receive relevant investment suggestions or use interactive calculators integrated into their primary digital banking experience.
Commenting on the launch, Olivier Berthier, CEO and Co-Founder of Moneythor, said: “Adding the ability to deliver personalised experiences across investment journeys was a natural evolution of our solution aiming to address the needs of financial services customers across all segments including retail, SME and now wealth. We are excited by the interest we have seen from our clients and partners for these new features, and how important personalisation and digital engagement are now to their wealth management strategies.”
To learn more about the Moneythor digital engagement tool for wealth management, contact us here.