customer journey stage - keeping the relationship alive customer journey stage - keeping the relationship alive

The Communication HUB features real-time human chat, an integrated chatbot system with pre-prepared tutorials, an AI-driven notification system and GDPR compliant digital document transfer and approval. With the Communication HUB advisors can reach the mass affluent and private segment with digital banking products without losing the personal touch.

A UNIQUE SOFTWARE SOLUTION ON THE MARKET FOR

PRIVATE BANKING DEPARTMENTS
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The software frees up human resources thanks to automated, AI-driven notifications.
AFFLUENT BANKING DIVISIONS
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It has never been easier to reach the growing mass affluent segment.
INVESTMENT SERVICE PROVIDERS
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The HUB is a secure, real-time customer engagement channel.
PORTFOLIO AND WEALTH MANAGERS
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Reach clients digitally while keeping the personal touch.

MAIN ADVANTAGES

  • Automated notification sending based on robo-advisory principals (such as warnings or alerts generated by client portfolio changes)
  • Personalized messages meeting any type of criteria, such as upcoming maturity dates, profit and loss thresholds or birthdays
  • Fully featured chat messaging system for real-time engagement
  • Time-saving features such as sending mass chat or mass notification sending to any number of clients or client types
  • Integrated chatbot to free the advisor from answering frequently asked questions (powered by Dorsum’s award-winning Botboarding platform)
  • Secure environment for sensitive information sharing
  • Documents (reports, terms and conditions, contracts, etc.) can be sent in the chat stream to facilitate paperless workflows
  • Documents can be authenticated on the client’s side with biometric signature
  • PDF export options for all or partial correspondence (meeting Banking Security needs)
  • GDPR compliant access to all communications history with clients (including sent notification history)
  • Easily connects the Wealth Management Platform to the client-facing My Wealth app
  • Can integrate with any wealth management system and banking mobile application

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WHY WE THINK THAT THIS PRODUCT IS THE BEST FOR YOU?

OUR LATEST KNOWLEDGE SHARING POSTS

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?

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