TABLET, MOBILE & WATCH APP

Among different communication channels the mobile app is one of the most powerful. You are present with your logo on the mobile phone of your customer. Depending on your client cluster they can be classified as homogeneous group preferring one brand or using all types of brands. Independent from the brand your digital strategy (information, documents, communication) influences the devices used. Your first objective will be to achieve a positive customer experience. Ergonomics and content will be very important factors to achieve this goal. Furthermore has the application as well as the exchange of information to be compliant to the highest security and safety standards.

FROM STRATEGY TO REALITY

The different steps to realise your strategic goal.

  • Content
  • Look & Feel
  • Testing
  • Iterations
  • Validation

  • Existing Data
  • New Data
  • Data Feed
  • Testing
  • Validation

  • IOS / Android / Java Build
  • API adaptation
  • Business Integration
  • Testing

  • On premises
  • Dedicated private cloud
  • Shared private cloud

BE PRESENT ON YOUR CLIENTS’ DEVICE

  

Have your Icon on your client’s screen

Provide content that the client recognises & appreciates as useful information

APPLE, ANDROID, JAVA

  

These are the main programming languages used by our developers.

PHONE, TABLET, DESKTOP

  • Let the client feel that you take care of him
  • Take advantage of our basic applications. We customise them after the feedback from you, early adopters or key users
  • Adapt the communication channel to your customer and to your budget
  • Phone: for quick information, communication and signature
  • Tablet: for detailed information (contracts) and signature
  • Desktop: for detailed information and signature

POSITIVE CUSTOMER EXPERIENCE

  • Give the client the possibility to have a consolidated view of their portfolio at all time
  • Design the app for your customer so they find useful information
  • Take advantage of your PMS and show the most significant data to your client
  • Let him communicate with you via the secure messenger for detailed information
  • Send meaningful information and do not overload your client
  • Send documents which need to be signed via the messenger of the app

DIGITAL SECURITY

Security of your client data and confidential informations are key to us:

  • Two factor authentification is used for the initial login
  • All communication use SSL protocol
  • AES 256 is used to encrypt end to end communication and documents
  • You define what is stored in the cache
  • In case of loss or if stolen all data will be purged
  • Access rights are managed and controlled by your employees
  • Offline activities are synchronised at every connection

CONSOLIDATION

Take advantage of your PMS and show the most significant data to your client. Let him communicate with you for detailed information. Here you can show your added value. Be independent from provider (Bank or Insurance).

 

COMMUNICATION

(Your client has a multi-channel communication possibility:

phone, mobile device, chat, email, classic mail, fax, social media)

Offer a secured private messenger to your clients, store all the communication and allow him to follow the exchanges. Through this channel you will be MIFID 2 and IDD compliant.

(In your multi-channel strategy include this powerful tool that you control)

  • Communicate the essentials in our busy world
  • Invite your clients to communicate with you
  • Send documents to be signed
  • Make proposals

 

E-SIGNATURE & DOCUMENTS

Link your client to his mobile and let him sign the documents and validate communication