Reach clients where they live: online
Attract and retain clients by offering digital ease and ongoing dialogue
Conversational banking comes alive with Avaloq Engage
Adapt to shifting client expectations
Many clients desire a more frequent, less formal banking experience, both web-based and mobile, for key facets of wealth management. You need the right software to ensure they receive the advice, products and services they want in their daily lives.
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New financial avenues await
Clients feel at home – even on the go
Web and mobile banking services make finding information and performing transactions easy and convenient. Clients can monitor their credit card balance and add to retirement funds from laptops or smartphones, even trade stocks. Interacting with their advisor through a native app optimized for mobile devices provides them the personalized experience they expect.
Turn favourite social messaging channels financial
Advisors can initiate contact or respond on client-preferred apps. The native Engage app, available in such popular messaging services as WhatsApp, WeChat and Line, triggers meaningful conversations in real time, through chat, notification, etc. Advisors stay relevant in a fast-paced market.
Lower the cost of services
Increasing the use of digital channels can boost margins. The rich range of self-service options and the personal account and portfolio information available 24/7 free advisors from time-consuming routine work so they can devote themselves to high-value tasks.
Redefine how you interact with clients
Check in with our clients running on Avaloq Engage
What do financial organizations like Barclays, Banque Cramer and Luzerner Kantonalbank have in common? They all benefit from optimized efficiency – supported by Avaloq Engage.