Moneythor, a number one answer supplier of personalised buyer experiences for banks and embedded monetary providers companies, introduced at this time on the Singapore FinTech Pageant (SFF) the launch of a wealth & portfolio administration add-on module to its award-winning data-driven personalisation and digital engagement answer.
Via this new module, the Moneythor answer’s capabilities have been enhanced to deal with the rising expectations of rising and mass prosperous in addition to wealth administration prospects for personalised and interesting digital experiences all through their funding journey.
With versatile integration choices, the Moneythor digital engagement instrument for wealth administration can ingest a broad set of knowledge, from retail accounts, playing cards and lending merchandise to prospects’ funding portfolios, holdings and Internet Asset Worth (NAV) feeds, together with these sourced by way of Open Banking rails. The data is then utilized by the configurable Moneythor platform and its trendy API to generate and ship tailor-made insights, suggestions and nudges at scale and in real-time.
From dynamic widgets with particulars about their property & liabilities to instructional materials and tailor-made insights, prospects can then obtain wealthy, actionable and contextual data to assist them handle and develop their wealth.
The answer additionally turns into a totally configurable conduit to let prospects replace their danger profile, evaluate their investments towards a mannequin portfolio, obtain related funding ideas or use interactive calculators built-in into their main digital banking expertise.
Commenting on the launch, Olivier Berthier, CEO and Co-Founding father of Moneythor, mentioned: “Including the flexibility to ship personalised experiences throughout funding journeys was a pure evolution of our answer aiming to deal with the wants of monetary providers prospects throughout all segments together with retail, SME and now wealth. We’re excited by the curiosity now we have seen from our purchasers and companions for these new options, and the way essential personalisation and digital engagement at the moment are to their wealth administration methods.”