New Avaloq Engage

The financial sector has entered a new age – one where clients expect seamless, personalized service whenever and wherever they are. Advisors strive to meet this expectation by becoming easily accessible in order to provide trusted, quality advice on their clients’ terms. That’s where the Avaloq Engage mobile app comes in.

Advisors aim to build
stronger client engagement

Client expectations are on the rise. Today’s clients expect products and services to seamlessly integrate into their daily lives and deliver consistent value. That’s why financial institutions need to empower relationship managers to:

  • Meet their clients on the messaging platforms they already use
  • Keep their clients fully engaged at all times
  • Offer prompt, seamless, high-quality client advice
  • Build closer client connections based on trust and empathy

Avaloq Engage will be released in autumn 2020 – stay tuned

Relationship management on the go

Avaloq Engage puts everything you need to connect, advise and serve your clients at your fingertips – so you can offer a responsive, personalized banking experience. 

Seamless conversations

Accessibility is key to building relationships. Your clients will gain trust and confidence if you prove they can reach you when they need you. Avaloq Engage ensures you’re always there.

  • On-the-go client service
  • Optimised for mobile
  • Increased responsiveness

Get information anytime

Avaloq Engage centralizes the information you need to manage your clients in real time – including client, company and personal information.

  • Curated and client-targeted information
  • Quick sharing of information between client and advisor
  • Personalized content including to-do lists and more
  • Financial information such as transaction overview or portfolio performance

A secure space for chat

Chat is today’s preferred communication tool. Now advisors don’t need to rely on external messaging platforms to chat with clients, they can use a secure and compliant space. Avaloq Engage offers:

  • Chat in a controlled forum
  • Compliant client interaction
  • Secure logging and storage of conversations

Smarter client interaction

Turn chat conversations into a source of data to map client preferences through semantic analysis. 

  • Get recommendations on news, leads and products 
  • Take smart actions based on automated proposals 
  • Receive automatic identified client intents, such as statement orders

Want to hear more about Avaloq Engage?


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Increase workflow efficiency and improve client advice

Avaloq Engage lets relationship managers work more seamlessly, while supporting them with data and intelligence that improves their advice to clients. 

Meet your clients – on their
favourite channel

In our fast-paced world, it’s hard for financial advisors to stay relevant and top of mind with their clients. 

The Avaloq Engage mobile app enables advisors to break through all the noise and meet their clients wherever they are. Available in the most popular messaging apps, such as WhatsApp, WeChat and Line, Avaloq Engage lets advisors engage in meaningful conversations with clients in real time, through chat, notification and video calls – helping them stay relevant in a non-stop market. 

Smoother interactions reduce
the cost of services

Margins are slim in many financial institutions, creating pressure to reduce the cost of services. Making advisory services smoother and more efficient can reduce costs. You can do this by equipping advisors with the right tools.

With advisors and relationship managers constantly on the go, they can save time by accessing key functionalities and information 24/7. Avaloq Engage offers easy access to client information, documents, financial products and much more via mobile.

Personalized AI-powered advice

Avaloq Engage features a virtual assistant that monitors chats to suggest actions for the relationship manager in real time. Suggestions are based on user preferences, relevant external sources, such as news feeds and data insights. The virtual assistant gives advisors a distinct competitive edge by letting them offer uniquely personalised products and services. 

Avaloq web and mobile solutions

Deliver a great user experience fast with our secure cloud-based web and mobile solutions. We offer a comprehensive range of self-service tools and financial information, mobile workplace solutions and several online services including wealth advisory services, client acquisition and onboarding. 

A stand-alone or integrated app

The Avaloq Engage platform can be used as a self-contained mobile app or be integrated into existing workplaces of client-facing employees.

There is no better way to manage wealth

Relationship managers and clients live and work online. Avaloq Engage meets them where they are and helps them engage more easily.

The mobile relationship manager

Avaloq Engage is for relationship managers who demand versatility and flexibility in their daily work. It helps them keep in touch with their clients who mainly use social messaging chats to communicate, and meets the needs of today’s mobile employees.

Today’s clients are digital-all-day

Time is tight for today’s clients and banking tends to take place in fleeting digital moments. Avaloq Engage lets relationship managers serve clients whenever needed and update them on relevant financial developments. 

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