The ultimate Social Investment Platform
Connect & empower your advisors (Intranet) and engage and gain new clients (Extranet) through a conversational platform where both advisors and investors have all information, research, investment tools, and social possibilities to be fully informed, to keep deeply connected, and to take wise investment decisions
Get confidence, engagement, loyalty and new sales from your employees and clients by listening and speaking with them in private and/or public environments
FinanceHUB is a customizable social investment platform for private and open environments
IntranetPrivate area for advisors, employees, clients, private info, and confidential contents
ExtranetOpen area for all public bank´s stakeholders
CommunityGlobal platform for promotion and conversation of the bank with the world
Intranet
CONNECTING & EMPOWERING ADVISORS
All an advisor may need in just one place:
- RESEARCH
- NEWS
- MARKET DATA
- INVESTMENT TOOLS
- MODEL PORTFOLIOS
- INTERACTIONS
- VIDEOS
- EVENTS
- TRAINING
- GROUPS
- CORPORATE COMMUNITY
- PUBLIC/PRIVATE CONVERSATIONS
- WORLDWIDE COVERAGE
Advisors need to be fully UP-TO-DATE on products & services, markets info and research, but specifically to be CONNECTED among them, with the Bank they work for/with, and with their clients.
Extranet
SOCIAL
INVESTMENT + TRADING + CRM + CUSTOMER CARE + IR
Social Investment & Trading
All investors need to invest wisely ALL IN ONE place: Market info & analysis + Research + Learning + Investment tools + Social Investment & Trading + Customer Care + IR
Social CRM
Issuers need to breathe life into their investment & trading products/services, and converse with its holders: Funds, ETFs, Model portfolios, CFDs, Structured products, Certificates, Warrants, etc.
Social Customer Care + IR
Financial companies need their own Investors Relations + Customer Care platform to converse with stakeholders, engage and gain shareholders, and deal with clients´ concerns.
SOCIAL ADVISORY platformfor Advisors & Wealth Managers
- Keep informed about Bank´s products & services.
- Access to Bank´s model portfolios.
- Get immediate research from the Bank.
- Contact directly with Bank´s products & services managers.
- Be up-to-date on markets info & analysis.
- Access to learning contents and webinars.
- Be informed and sign up to on/off line events.
- Interact with other advisors sharing opinions, news, documents, asking questions,…
- Converse with clients to support & sell them more products & services.
- Hold public or private conversations with others community members.
- Create and participate in groups of interests.
- Create lists of clients to send out specific information, customized newsletters, …
- …and many other social features that let Advisors be fully prepared to serve clients, and to offer them personalized Wealth Management Services by knowing in depth every single investor, so being able to provide ad-hoc investment solutions to all clients individually.
SOCIAL INVESTMENT & TRADING platformfor Investors & Traders
- Plan your financial goals with our Financial Planning Tool.
- Manage your investments smartly through our Portfolio Management Tool.
- Manage all your investments in different Banks/Brokers in just one place.
- Share portfolios with other investors.
- Follow smartest investors.
- Replicate top performing portfolios.
- Interact with other community members sharing opinions, asking questions,…
- Speak with asset managers.
- Create groups of interests.
- Contribute with news, analysis, opinions, events,…
- Leverage on research & news from other investors.
- Share contents with your social profiles (Facebook, Twitter, Linkedin,..).
- …and many more!
SOCIAL CRM platformfor Products & Services
- Issuers (Funds, ETFs, Model portfolios, CFDs, Structured products, Certificates, etc. ) need to breathe life into their investment & trading products/services, and converse with their holders.
- Publish your products and services features and USPs.
- Broadcast live events and create your own TV channel.
- Let customers interact with you: questions, suggestions, petitions,…
- Be close to your customers to gain confidence and trust.
- Converse with leads to convert them into customers.
- Share contents with your social profiles to expand your products & services over the Internet.
- …and many more!
SOCIAL CUSTOMER CARE + IR platformfor Banks & Issuers
- Drive your customer care into your own social network instead of third party Social Media environments where you don´t own the users´database.
- Let customers interact with you: questions, suggestions, petitions,…
- Take care of clients´ complaints and concerns to gain social reputation, confidence and trust.
- You can respond openly or privately to address conversations according to your interest.
- Converse with upset customers to convert them in your brand ´s advocates.
- Keep informed and converse with your shareholders
- …and many more!
- for Advisors & Wealth Managers
-
SOCIAL ADVISORY platformfor Advisors & Wealth Managers
- Keep informed about Bank´s products & services.
- Access to Bank´s model portfolios.
- Get immediate research from the Bank.
- Contact directly with Bank´s products & services managers.
- Be up-to-date on markets info & analysis.
- Access to learning contents and webinars.
- Be informed and sign up to on/off line events.
- Interact with other advisors sharing opinions, news, documents, asking questions,…
- Converse with clients to support & sell them more products & services.
- Hold public or private conversations with others community members.
- Create and participate in groups of interests.
- Create lists of clients to send out specific information, customized newsletters, …
- …and many other social features that let Advisors be fully prepared to serve clients, and to offer them personalized Wealth Management Services by knowing in depth every single investor, so being able to provide ad-hoc investment solutions to all clients individually.
- for Investors & Traders
-
SOCIAL INVESTMENT & TRADING platformfor Investors & Traders
- Plan your financial goals with our Financial Planning Tool.
- Manage your investments smartly through our Portfolio Management Tool.
- Manage all your investments in different Banks/Brokers in just one place.
- Share portfolios with other investors.
- Follow smartest investors.
- Replicate top performing portfolios.
- Interact with other community members sharing opinions, asking questions,…
- Speak with asset managers.
- Create groups of interests.
- Contribute with news, analysis, opinions, events,…
- Leverage on research & news from other investors.
- Share contents with your social profiles (Facebook, Twitter, Linkedin,..).
- …and many more!
- for Products & Services
-
SOCIAL CRM platformfor Products & Services
- Issuers (Funds, ETFs, Model portfolios, CFDs, Structured products, Certificates, etc. ) need to breathe life into their investment & trading products/services, and converse with their holders.
- Publish your products and services features and USPs.
- Broadcast live events and create your own TV channel.
- Let customers interact with you: questions, suggestions, petitions,…
- Be close to your customers to gain confidence and trust.
- Converse with leads to convert them into customers.
- Share contents with your social profiles to expand your products & services over the Internet.
- …and many more!
- for Banks & Issuers
-
SOCIAL CUSTOMER CARE + IR platformfor Banks & Issuers
- Drive your customer care into your own social network instead of third party Social Media environments where you don´t own the users´database.
- Let customers interact with you: questions, suggestions, petitions,…
- Take care of clients´ complaints and concerns to gain social reputation, confidence and trust.
- You can respond openly or privately to address conversations according to your interest.
- Converse with upset customers to convert them in your brand ´s advocates.
- Keep informed and converse with your shareholders
- …and many more!