With Avaloq.engage, we cater for today’s expectations by enabling banks and wealth managers to stay present and relevant in their clients’ everyday lives. Our solution allows communication to take place on clients’ preferred channels (e.g. instant messaging) and includes an easy-to-use, in-app search assistant for all on-the-go users, whether they’re bank clients or relationship managers. Avaloq.engage also allows banks and wealth managers to choose their clients’ preferred interaction models, offering up relevant information and news for users through either a push or a pull service option.
Avaloq.engage is designed as a modular platform that comes either as a stand-alone app or one that can be integrated with a financial institution’s own existing mobile applications. The platform can be used by client-facing bank employees as well as bank clients, and it supports various banking activities such as news feeds, document sharing, order management and portfolio information services. Avaloq.engage can also be linked to a client’s social messaging service, which then becomes the user interface for client interaction.
Multi-channel interactions help maximize a client’s experience, amounting to significant positive change and increased revenue. Even though the relationship between the client and their relationship manager is still a key and differentiating factor, innovative personal communication technologies are becoming increasingly important. Every financial institution has to be able to react and adapt to various client preferences, including personal contact management, real-time information exchange (e.g. messaging), or asynchronous communication (e.g. email).
Avaloq.engage will support banks and wealth managers as they manage, coordinate and interact with their client base in a personalized way and frequency, allowing relationship managers to share relevant content and information with a simple swipe or click. Most importantly, it’s fast, secure and compliant.