Rectifying and updating client data are very time consuming. Certainly, if this requires a face-to-face meeting or documents being sent back and forth by post. We facilitate the remote uploading of the needed data and documents. The data are updated in real-time and stored in the database, including the audit trail of the remediation.
Obtain all required information about Knowledge and Experience in relation to the offered service and product universe. Build the financial situation and obtain insights in the client’s investment horizon and objectives. All tailor-made to your suitability assessment, including the needed consistency checks.
Gain better insights into the financial situation. With the client’s permission, you can aggregate all accounts and portfolios held at other institutions. Even pension reserves can be integrated with one simple click. This information can be used to build investment scenarios using the financial planner.
Remain up-to-date with ongoing regulatory changes. We monitor these for you and make sure the Harmoney platform stays compliant. We are in close contact with the regulators. Use our business knowledge to integrate the platform with your specific needs and processes. We don’t only share our technology, we also offer our onboarding, compliance and wealth expertise, including customer journey learnings gathered over the last years.
Support on all issues is guaranteed. A dedicated service desk is at your disposal. Business continuity is key for us. We provide live or webinar training to ensure you fully understand all the platform’s functionalities to ensure 100% compliancy and the most efficient workflows for your processes.