Avaloq Engage

Offer clients the intuitive digital services they expect while maximizing your online transactions.

Avaloq Engage mockup

Personalized offers via social messaging and digital channels

Access a rich set of more than 100 features for web and mobile banking. Your retail, corporate and private banking clients can handle everything from basic transactions to securities and crypto asset trading while you can send personalized commercial offers directly to their devices. Our Engage App supports social messaging integration, enabling your relationship managers to communicate in a compliant way and drive client engagement.

100+ self-service features

Access a wide range of features to deliver an engaging client experience. Use digital banking channels for the promotion of your own products.

Compliant chats

Open up social messaging to your relationship managers for secure and compliant conversation with clients.

Conversational AI

Save relationship managers’ time by using artificial intelligence and natural language processing to suggest responses and best next actions.

Engage products in detail

Equip your relationship managers with the right tools to serve your clients. Offer clients the intuitive digital services they expect while maximizing your online sales.

Increase client approvals with digital investment proposals

Customize and launch your own online banking with more than 100 frequently updated features or integrated third-party content. Our fully responsive Web Banking covers the needs of any client segment. Offer your clients self-service functionality for payments and trading, along with customizable dashboards displaying the client's wealth and performance overview. Send new investment proposals directly through web banking with a digital signature option and increase your online sales.

Key features

Customizable dashboard

Investment proposals

Trading (securities, FX & crypto)

Document management

Multi-entity & multi-language

Video calls and co-browsing

Avaloq Web Banking mockup

Display product promotions with 100% visibility

Present clients with highly engaging banking promotions while offering them a seamless user experience on their mobile phone. Clients across all segments can benefit from 24/7 access to everything from account balances to open banking payments (via PSD2 APIs) through to an extensive range of trading capabilities including crypto trading. Launch your own digital banking quickly with our design system which allows efficient customization of native or web-based mobile apps.

Key features

In-app banner promotions

Investment proposals

Trading (securities, FX & crypto)

Scan & Pay (QR code, IBAN)

Biometric authentication

Open banking (multi-banking, PSD2)

Avaloq Mobile Banking mockup

Answer client requests in seconds

Allow your relationship managers to access relevant client data, personalized news, and client conversations directly from their smartphones. Our Engage App is integrated with popular messaging apps so your clients can communicate with their relationship manager using WhatsApp, WeChat, or Line while you remain fully compliant. Natural language processing detects client intent and immediately prepares automated responses, such as prefilled trade proposals, for your relationship managers, increasing efficiency and customer satisfaction.

Key features

Social messaging integration

Natural language processing

Client intent detection

Smart suggestions, e.g. trade proposal

360˚ client view

Document sharing

AValoq Engage mockup

Flexible cloud deployment options

Our products are all designed with a choice of deployment and implementation options to meet the needs of any financial services provider.

SaaS on public cloud

Consume our products in SaaS mode from a secure public cloud infrastructure.

Cost-effective and scalable model

Available on Amazon Web Services (AWS)

Shortest time to market

SaaS on Avaloq private cloud

Consume our products in SaaS mode from our private cloud.

Deployed on Avaloq’s secure private cloud

Avaloq-managed (SaaS)

Suitable for stricter regulatory frameworks

Self-hosted in private or public cloud

Manage our products yourself in your private cloud (or data centre) or a public cloud.  

Cloud-hosted or on-premises  

Provider of your choice or self-managed

Full control over customization and deployment 

Superior performance and stability

Horizontal and elastic scalability

Our components are based on container technology, with Kubernetes (OpenShift, EKS) used as the container orchestration platform.

Third-party integration

Open APIs enable you to add fintech applications and give you the freedom to innovate while SPIs make implementation of third-party services more efficient.  

Security as standard

Web Application Firewall and IAM ensure infrastructure security and support MFA, along with JSON web tokens for authorization, including role-based checks.  

See which of our clients are 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.

By switching our web banking solution to Avaloq, we provide our customers with a state-of-the-art online banking experience.

Marcel Hurschler
CFO, Luzerner Kantonalbank

Rise of conversational banking - transforming mobile client advice

Social messaging apps, such as WhatsApp or WeChat, fundamentally changed the way we interact with each other. However, this transformation is only just making its way to wealth management.

Want to learn more about Avaloq Engage?

Contact us today for further information on how it can make a difference to your business.