[ad_1]
A have a look at the businesses demoing at FinovateEurope in London on February 27. Register at present utilizing this hyperlink and save 20%.
InvestGlass is the #1 Swiss gross sales automation resolution for banks, which options digital onboarding, CRM, advertising and marketing, portfolio administration, and integrates on-premise AI GPT with legacy rules. It’s a Swiss sovereign resolution.
Options
Eliminates shopper idle time and churn
Streamlines account openings
Gives hyper-targeted funding options to fulfill shopper wants effectively
Suitable on premise/cloud
Who’s it for?
Banks, cost suppliers, brokers, wealth administration corporations, and governments.
Kodex AI’s generative AI resolution allows monetary professionals to finish analyses in minutes fairly than days: discover info, analyze information, or immediately draft experiences.
Options
Gives precision-tailored LLM specializing in monetary information
Delivers clear information sourcing with detailed audit trails
Supplies superior information safety measures, mitigating breaches and compliance violations
Who’s it for?
Shopper-focused groups in personal banks (wealth managers) and banks for company and institutional shoppers (shopper options workforce).
Taktikal is a regtech cloud resolution that enables fintech corporations to arrange regulated workflows sooner than ever earlier than in a no-code self-service surroundings.
Options
Automates KYC and KYB due diligence
Streamlines approval and danger evaluation workflows
Delivers visible workspace for designing buyer onboarding experiences
Who’s it for?
Fee suppliers, monetary service suppliers, insurance coverage corporations, skilled companies, and banks.
Associated
[ad_2]
Source link