Digital experience

Empower your clients with access to more than 100 features for digital banking, enabling everything from basic transactions to securities trading as self-service. Our digital experience capabilities enable you to offer a seamless cross-channel experience, increasing efficiency and generating more sales. Your wealth clients benefit from a rich digital interaction channel via web or mobile, including configurable wealth overviews and investment proposal approvals.

Our digital experience capabilities enable you to offer clients the latest on-the-go banking services with a modern and seamless user experience. 

Benefits

Hyper-personalization

Exceed clients’ expectations with features that are highly tailored to their needs.

Speed-to-market

Go to market with a new mobile banking app and web banking portal in as little as a few months. 

Operational efficiency

Increase the efficiency of your advisers by offering clients a self-service interaction channel. 

Secure authentication

With our digital experience capabilities, you can offer your clients reliable and accurate security without compromising on speed and ease. We provide the latest biometrics support, including facial and fingerprint recognition.

Wealth overview

Our self-service portfolio reporting functionality includes the wealth overview, a snapshot of the client’s overall wealth. Portfolio analysis tools built into the overview empower the user to quickly understand their wealth and take corrective actions.

Product promotions

App promotion banners enable you to share relevant products and personalized offers directly with the right clients on their mobile devices. Your clients get tailored mobile banner ads while you ensure the highest levels of engagement with your offering. 

Payments

We offer a complete range of payment types in your local market, including domestic and international, SEPA, direct debit and Scan&Pay. Payment assistant and payment templates enable convenient execution of multiple payments. 

Investment proposals

With our digital experience capabilities, you can send investment proposals to clients, giving your front office teams an additional sales channel, improving their efficiency as a result. Clients can sign to accept the proposals digitally or suggest changes. 

Trading

Our extensive trading capabilities support self-service instruction and tracking of trades. Our platform offers broad instrument coverage, from crypto to equities and bonds to foreign exchange trading with FX spot and FX forward orders.

76%

of wealth management executives say improving digital experience is a priority

CapGemini

How design thinking can transform user experience in wealth management

Design thinking is, at its core, a process of empathizing with the user. The methodology has been successfully used in many industries to drive human-centred innovation. Find out how design thinking principles flow into Avaloq’s digital experience capabilities.

Discover our other capabilities

Find out how we meet the needs of banks and wealth managers on one comprehensive front-to-back platform.


Client management

Equip your front office with fully integrated capabilities designed to simplify any client journey.  


Investment management

Harness powerful portfolio management and investment advisory capabilities to grow your business. 


Trading

Manage the full trading process from order management, routing and execution to settlement.


Lending and credit

Offer your clients a wide range of products with end-to-end coverage from initiation to ongoing risk management. 


Payments

Get complete payments coverage in multiple markets and across all major protocols and standards. 


Treasury, risk and compliance

Stay compliant with regulation and manage risk across products and multiple jurisdictions.


Data analytics

Access insights from core banking via the latest data extraction and streaming technology.


Integration

Connect with third-parties and benefit from pre-integration with selected best of breed partners.

Want to learn more about our digital experience capabilities? Contact us today for further information on how we can help your business.