Digital investing that's fun
In a volitile market, clients look for diversified and cost-effective investment solutions. The trend towards digital platforms is intensifying, with investors who have a particular affinity for digital platforms increasingly looking for straighforward self-service solutions. The ti&m wealth advisor platform enables banks to attract new customers and boost customer satisfaction. This investment platform covers the entire life cycle of the investment and its customers – form onboarding through investment strategy and payments to reporting.
01
Completely automated
happier and more loyal customers thanks to full automation
02
White-label platform
a state-of-the-art solution, fully integrated into your portal and aligned with your corporate design
03
Improved customer satisfaction
higher customer satisfaction at lower costs
04
Lower costs, more profit
free your customer advisors from trivial processing
A persuasive solution
Digitalization
Transforming the investment universe into a digital world
Flexibility
Flexible, direct and expert management of investment themes
FIDLEG compliant
FIDLEG-compliant questionnaire to determine risk profiles
Integration
Rapid integration into core banking systems
Interfaces
Connecting to third-party providers couldn't be simpler
Extensions
Possible extension of functionality to existing integration