- Direct Sales Agent App for Win 8 & Win 10
- Corporate RM: 360° Corporate Customer View in Finance World
- Wealth Management Application
- 360 Single View of Customer
- Sales Force Automation and Lead Management
- Marketing and Campaign Management
- Service Request and Complaint Management
- Contact Center Automation
- Online Selling
- Social Media Integration
- Customer Retention
- Loyalty Management
- Account Origination
- Branch Automation
- Branch Teller
- Branch Advisor
- Resource Center
Be trusted and responsive.
Investment advisers and wealth managers use VeriPark's Wealth Management Solution to access real-time insight about their customers, stay on top of their workload and propose the best investment strategies. Coupled with the intuitive and powerful Wealth Management Tablet app, your advisers can stay productive on the road wherever they are.
Track, monitor, analyse, and manage your client's portfolios.
- Align portfolios to your clients' goals. Rebalance your customers' portfolios to more closely reflect their goals.
- Measure and react. Use a single index or a combination of indexes to benchmark and measure portfolio performance and make adjustment.
- Get portfolio insight. Review assets, available and current funds whilst also being able to access insightful reports on portfolio performance.
- Drag and drop asset placement. Easily allocate securities to an investment portfolio based on the client's preferences.
More insight from your customer data
Empower your advisers with insight on their customers. VeriPark's Wealth Management Solution provides scalable and powerful tools which responds to customers' goals and needs.
- Run customer surveys. Use a survey to determine your clients' financial goals and risk tolerance.
- One-click financial health. Analyze your customers' financial situation, identify financial gaps and priorities while planning future actions.
- 360-Degree view of your customers. Use a single-page view of current AUM and revenue with real-time updates to portfolios and opportunities.
Empower Your Employees
Make sure your advisers have the tools they need to stay productive and effective in their office or on the road.
- Powerful dashboard. Dashboard provides effortless access to open tasks, schedules and interaction history.
- Go on the road with the tablet app. Mobile users can make use of intuitive tools and a full 360-degree view of their customers for managing their tasks and schedules.
- Capture data in real time. Capture client information in real time and get prepared for meetings with a single-page view of customer data.
VeriPark's Wealth Management Solution is used by some of the largest global banks to drive their investment operations performance and success.