- Digital banking options supplier Moneythor launched a brand new engagement device for wealth managers.
- The brand new providing is designed to assist wealth managers leverage shopper knowledge to create extra personalised experiences that assist prospects construct their wealth.
- Moneythor was a finalist on this yr’s Finovate Awards within the “Greatest Fintech Partnership” class.
Moneythor, a Finovate Awards finalist this yr within the “Greatest Fintech Partnership” class (in collaboration with Commonplace Chartered), unveiled a brand new device for wealth managers this week. The providing is an add-on module to its data-driven personalization and digital engagement resolution, and is designed to assist wealth managers enhance loyalty and NPS, in addition to decrease the prices and boosting revenues.
Moneythor’s digital engagement device aggregates a large vary of consumer knowledge – from retail accounts and fee playing cards to lending merchandise and funding portfolios, and extra. This knowledge is then processed by the Moneythor platform to generate and supply insights, suggestions, and alerts – at scale and in real-time. This offers prospects the form of contextual and actionable data they want to be able to higher handle and develop their funds. Clients also can reap the benefits of the configurable conduit to replace their danger profile, evaluate their portfolio’s efficiency in opposition to mannequin portfolios, in addition to take into account and incorporate funding recommendation.
“Including the flexibility to ship personalised experiences throughout funding journeys was a pure evolution of our resolution aiming to handle the wants of economic companies prospects throughout all segments together with retail, SME and now wealth,” co-founder and CEO of Moneythor Olivier Berthier mentioned. “We’re excited by the curiosity we’ve seen from our purchasers and companions for these new options, and the way vital personalization and digital engagement at the moment are to their wealth administration methods.”
Based in 2013 and headquartered in Singapore, Moneythor has spent the autumn of 2022 inking partnerships with the likes of Belief Financial institution, a digital monetary establishment headquartered in Singapore, and Australia’s Nationwide Australia Financial institution (NAB). In Could, Moneythor teamed up with Finovate alum Thought Machine, which chosen Moneythor among the many preliminary companions for its Integration Library, a set of curated integrations which might be interoperable with Thought Machine’s Vault Core. Moneythor started this yr asserting collaborations with The Saudi Funding Financial institution (SAIB) and carbon footprint monitoring firm Cogo.
Along with its Singapore headquarters, Moneythor maintains workplaces in Paris, Sydney, Dubai, and Tokyo. The corporate’s options are utilized by monetary establishments all over the world, together with in creating markets comparable to Indonesia, India, and Malaysia.
Photograph by Adhitya Andanu
