IN PARTNERSHIP
Private banking in the digital era: OneStop Customer Portals
Moxtra’s OneStop Customer Portals enable continuous connections with customers, with an all-in-one suite of capabilities
To create a digital offering, wealth
I
management firms need a consolidated, all-in- one application that has nonstop business capabilities from start to finish. In the banking industry, firms must also deploy a platform that meets the highest security and compliance requirements for safeguarding confidential information to assure clients that their interactions are protected. An all-inclusive, secure one-stop platform that is a branded portal strengthens loyalty to the organisation and also strengthens the brand image and perception as current and relevant, with staying power. While combining all business features in one
easy-to-use portal is significantly favourable for client needs, the ability to manage internal teams with the same collaborative digital features ensures that the auditable transcript between
clients and firm representatives stays within the organisation, maintaining a client profile that persists through relationship manager transition. Moreover, with a digital platform with tailored permissions that mirror traditional organisation personas, private banking firms can co-ordinate and regulate teams to deliver brand-appropriate responses to external relationships. Moxtra’s OneStop Portals power digital solutions, enabling organisations to engage with their clients remotely by combining secure encryption with integrated collaboration tools, all housed and managed within each company’s unique brand. Rather than directing clients through disparate platforms, which may not provide receipt of interactions, the OneStop digital experience completes business from start to finish with stored records of activity for future reference. OneStop features include text, voice, and video messaging; screen sharing with notes and real-time collaborations; digital signature and document management; task management; transactional exchanges; calendaring and meetings workspace; and more. Wealth managers earn client trust through
communication. While there is no change to the quality of service offered from private banking firms, there is a change in client expectations for digital services rendered. Rather than turning to piecemeal and disjointed platforms outside of organisational control, firms must be thoughtful in their digital approach and find a solution that can integrate into their established system.
For more on Moxtra’s OneStop Customer App, visit
https://moxtra.com/getstarted
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