client acquisition tool logo

Client Acquisition Tool is a tablet native presentation, advisory and client acquisition engine. 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 in 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
BANKS

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The content can be managed centrally so big advisory networks can use it seamlessly.

WEALTH MANAGEMENT
COMPANIES

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It is equipped to execute the interactive MiFID II test and customer profiling.

BANKING SALES
AGENTS

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This interactive presentation tool helps to maximize the sales and onboarding efficiency.

PERSONAL FINANCIAL
ADVISORS

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Advanced financial planning calculations and proposed investment strategies can be shown.

Main advantages

  • Single and dual tablet mode
  • Advanced financial planning calculators
  • Investment strategy and portfolio recommendations
  • Interactive MiFID test and customer profiling
  • Centrally manageable contents: presentations, videos, PDF files, calculators, model portfolios
  • Secure way to access sensitive client reports
  • Fast implementation and localization
  • Possible extension with non-investments banking products (loans, cards, insurance products)
  • Premium tool for customer acquisition and engagement in face to face meetings
  • Interactive portfolio planning according to your customers’ personal preferences (risk, time horizon, etc.)
  • Tool to educate your customer on complex financial products
  • Central content management. Guided communication through all members of your advisory network.
  • A tool that helps you present your company better
  • Global markets overview
  • Cross selling of products and services to current and new clients

We have some exciting screens for you

How to integrate?

Dorsum’s Client Acquisition Tool is a digital presentation tool working on both Apple and Windows tablets. The content on the tablets can be managed centrally and synced from the wealth management backend content server. The advisors only need to pick up a tablet and go to a meeting with the prospect and benefit from the advantages of the tool.

client acquisition tool integration

Why we think that this
product is the best for you?

Why others think that this
product is the best for them?

andrás kallay_erste
András Kállay
Erste Private Banking
Director

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.

our clients

Our achievements

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Why choose dorsum

OUR CORE COMPETENCIES

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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.

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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.

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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.

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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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