Client Acquisition Tool is a tablet native presentation, advisory and client acquisition engine that combines the exclusivity of premium quality printed brochures with the interactivity of customer specific financial planning. Our software helps you maximize the onboarding and sales efficiency of your advisor network with vivid presentations and instant investment recommendations. It complements personal communication and guarantees a remarkable customer experience on a face-to-face meeting.
The innovative Client Acquisition Tool built on the latest industry standards, running on Windows powered tablets and smartphones and high-resolution iPad retina tools.
A unique software solution on the market for
- private bankswealth management companiesbanking sales agentsand personal financial advisors.
- Single and dual tablet modeAdvanced financial planning calculatorsInvestment strategy and portfolio recommendationsInteractive MiFID test and customer profilingCentrally manageable contents: presentations, videos, PDF files, calculators, model portfolios
- Premium tool for customer acquisition and engagement on face to face meetingsInteractive portfolio planning according to your customers’ personal preferences (risk, time horizon, etc.)Tool to educate your customer on complex financial productsCentral content management. Guided communication through all members of your advisory network.A tool that helps you present your company betterGlobal markets overviewCross selling of products and services to current and new clients
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“People are eager not only to do digital investment management but also expect digital services from their private bankers. With the Dorsum solution, Erste’s Private Banking Department will be able to satisfy and even surpass this demand."
ANDRÁS KÁLLAY — Director ∙ Erste Private Banking0000
we have over 20 years experience in financial software development
expert knowledge in delivering integrated projects
we define innovation trends and supply up-to-date products
our application meets MIFID trading requirements
clients get a clear and simple user interface
long term cooperation with our clients
Interested in how Our Software can boost Your Business?