You are in a New World
In this new “Personalized” services & “Socialized” investment & trading decisions driven paradigm, financial institutions need to know in depth, and to converse, with their stakeholders.
ENGAGE & CONNECT WITH YOUR INTERNAL & EXTERNAL CLIENTS & LEADS…
OR SOMEBODY ELSE WILL DO…
You NEED to become a client´s centric bank.
You NEED your own communities:
Intranet + Extranet
The New Social Investment & Trading Paradigm
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.
Investors demand not only access to market info, news, research, recommendations and advisory from financial institutions, but to be CONNECTED with other investors to share opinions, follow & copy other investors portfolios.
Financial institutions have an increasingly competence coming from digital native Fintechs & Neobanks.
But newest THREAT comes from big tech players (Facebook, Google, Amazon, Microsoft, Apple,…) because they’ve got the key cornerstone, that the rest of financial players don’t, to precisely have investors fully engaged: the knowledge of WHO they are and WHAT they want/need.
Thus, Banks need to interact with their audience through their own digital communities to listen, converse, understand and offer personalized products & services.
So Banks need to transform their “One-way communication” sites into “Multi-conversations” environments, letting them become real “Client´s Centric” organizations.
The Social Investment Platform we have created ad-hoc for you!