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
The content can be managed centrally so big advisory networks can use it seamlessly.
WEALTH MANAGEMENT COMPANIES
It is equipped to execute the interactive MiFID II test and customer profiling.
BANKING SALES AGENTS
This interactive presentation tool helps to maximize the sales and onboarding efficiency.
PERSONAL FINANCIAL ADVISORS
Advanced financial planning calculations and proposed investment strategies can be shown.
Singleand dual tablet mode
Advanced financial planning calculators
Investment strategy and portfoliorecommendations
InteractiveMiFID test and customer profiling
Centrallymanageable contents: presentations, videos, PDF files, calculators, model portfolios
Secure way to access sensitive client reports
Fastimplementation and localization
Possible extension with non-investmentsbanking products(loans, cards, insurance products)
A direct connection with Wealth Management Platform ensures a paperless and secure way to display sensitive client portfolio data on client meetings
Premium tool for customer acquisition and engagement in face to face meetings
Interactiveportfolio planning according to your customers’ personal preferences (risk, time horizon, etc.)
Tool to educate your customer on complex financial products
Centralcontent management. Guided communication through all members of your advisory network.
A tool that helps you present your company better
Crossselling of products and services to current and new clients
Digital signature on client and advisory documents
A highlighter pen feature helps advisors enhance what’s the most important on the screen
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.
WHY OTHERS THINK THAT THIS PRODUCT IS THE BEST FOR THEM?
Erste Private Banking
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.
WHY CHOOSE DORSUM
OUR CORE COMPETENCIES
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.
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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