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

Botboarding platform enables financial institutions to build onboarding chatbots which are incorporating a human-like way of communication with traditional customer data gathering and user profiling to help banks to acquire new customers in a fast and frictionless way.
Botboarding platform
bot
FACEBOOK BOT
It is Facebook based so it is working on an app that is already installed on your potential customers' phones.
natural language processing
NLP, RICH MEDIA
Using Natural Language Processing and rich media content for a novel, yet engaging user experience
integration
WORKFLOW
Predefined conversation logic for banking products (account, card, loan, investment).
pie chart
REAL TIME ANALYTICS
Real time analytics to optimize your bot’s behaviour and to track lead conversions.

ONBOARD YOUR CUSTOMERS WITH A NATIVE TABLET TOOL

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.
client acquisition tool
shaking hands
CLIENT ENGAGEMENT
Advanced client engagement by vivid presentations
chart
PORTFOLIO CALCULATOR
Instant financial planning simulation and calculators
document
CLIENT REPORTS
Secure way to access sensitive client reports
tick
MIFID II COMPLIANCE
Interactive MiFID test and customer profiling

GET A COMPLETE CUSTOMER VIEW IN ONE SYSTEM

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.
wealth management platform
chart
FINANCIAL PLANNER
Financial planner tool with personal goal tracking
eye
PORTFOLIO OVERLOOK
Model portfolio management and reports
integration
EVERYTHING IN ONE SYSTEM
Access to all required information in one system
tick
MIFID II COMPLIANCE
MiFID 2 compliant advisory workflow

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.
my wealth
CUSTOMER MOBILE APP
Instant portfolio access and easy invest function for the customer by a mobile app
chat bubble
DIGITAL ADVICE ENGINE
Ability to send mass however custom digital advice
team
INSTANT CONTACT WITH THE CLIENT
Clients can talk with a chatbot or request their advisor to take-over the conversation
chart
GOAL TRACKING
Customer investment goal tracking and achievement system are available

ADDITIONAL PRODUCTS IN THE PORTFOLIO

PROFESSIONAL TRADING

clavis front logo
ClavisFront electronic trading platform quickly tells you where things are happening that you should pay attention to. Flexible screen layouts with real-time prices.
clavis exchange trader logo
ClavisExchangeTrader is a multi-market trading solution combining flexible user interface (UI) containing powerful features for real-time market data and electronic.

RETAIL BROKERAGE

clavis trader logo
ClavisTrader application gets you and your clients into business straight away. With real time market data and news ClavisTrader is showing you relevant insights by.
clavis home logo
ClavisHome online brokerage solution unlocks the door to accurate and comprehensive overview of your clients’ portfolio. The large variety of web based.

OTHER PRODUCTS

clavis asset logo
ClavisAsset is a software system optimized to asset and portfolio management of fund management companies and insurance companies. It provides front, risk…
clavis broker logo
A software system for supporting the back office activities of security distribution for creditor institutes, investment intermediary. The system has a web based branch…
clavis pension logo
The ClavisPension product supports the daily operation of pension funds with back office, asset management, limit monitoring and risk management functionalities.
clavis bank logo
The ClavisBank product has treasury functions of full value and the related web-based branch security trading supporting system, it is appropriate for…
clavis factoring logo
ClavisFactoring integrated software system supports managing and operating activity of companies dealing with continuous pre-financing, purchase and management…
clavis real estate logo
The ClavisRealEstate system supports back office activity of real estate fund management companies and custody departments controlling real estate funds…

WHY CHOOSE DORSUM

OUR CORE COMPETENCIES

chart
20 YEARS OF EXPERIENCE
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.
head with gear
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.
light bulb
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.
shaking hands
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!

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close