We believe that the whole customer journey requires consistently superb DIGITAL customer experience.
Success and growth is determined by how a company deals with its customers. It is extremely important for financial institutions to pay attention to their customers’ experience: from initial contact, through the process of engagement into the long-term relationship. The aim is to provide consistently superb quality of services in each stage of the customer journey.
ACQUIRE NEW BANKING CUSTOMERS WITH THE POWER OF CONVERSATION
The Botboarding platform enables financial institutions to build onboarding chatbots incorporating a human-like way of communication with traditional customer data gathering and user profiling, helping banks to acquire new customers in a fast and frictionless way.
Botboarding works on many messaging platforms, such as Facebook Messenger, so it is directly accessible from an app that is already installed on your potential customers' phones.
NLP, RICH MEDIA
Use Natural Language Processing (free-text recognition) and rich media content for a novel, yet engaging user experience.
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.
Advanced client engagement by vivid presentations
Instant financial planning simulation and calculators
Wealth Management Platform is a new generation 360 degree advisory, front-to-mid software solution providing essential functionalities with remarkable user experience. Our innovative platform is designed for financial institutions wishing to have an efficient wealth advisory network with enhanced customer engagement, while staying compliant with regulations.
Financial planner tool with personal goal tracking
SEND MASS BUT CUSTOM ADVICE AND RETAIN YOUR CUSTOMER
My Wealth enables you to provide mass however custom digital advice to wealthy customers with a modern mobile app ensuring a great user experience (UX). With the usage of the app a higher level of customer retention can be reached.
CUSTOMER MOBILE APP
Instant portfolio access and easy invest function for the customer by a mobile app
DIGITAL ADVICE ENGINE
Ability to send automatic portfolio related notifications
INSTANT CONTACT WITH THE CLIENT
Clients can talk with a chatbot or request their advisor to take-over the conversation
Customer investment goal tracking and achievement system are available
The company was established in 1996 and since that it has grown from a few employees into an organization with a staff of 300 for delivering integrated investments IT solutions.
EXPERIENCED PROJECT TEAM
We have an experienced project team, with team members working at Dorsum almost since the beginning, gaining a lot of experience in multinational and broad projects.
CONTINUOUS PRODUCT INNOVATION
We are delivering solutions based on the trends we monitor and on the knowledge we gathered over the decades. We listen to our customers to create innovative solutions.
LONG TERM SUPPORT AND PARTNERSHIP
We support our clients by offering them unique cooperation throughout the lifecycle of the products, managing expectations in terms of functionality, time and budget.
WOULD YOU LIKE TO LEARN MORE?
Just simply write us a message and we will be in contact with you soon!
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