Client Portal
A single integrated platform to provide all the client information into one place
Contemi Client Portal is a modern solution for a modern age; allowing your clients to access their data, insurance policies information, investment and portfolio reporting at any time, in any place and on any device.
Web based dashboards allow investment managers to publish intraday or daily holdings, cash and instrument transactions, valuations, performance measures and mandate variance to their clients within a company defined layout. Clients are able to amend/reorganise the layout to suit their preferences, providing a personalised form for data consumption. The final client defined layout is persistent, and is applied whenever the client opens the application.
The Client Portal also provides the ability for clients to view and upload documents/reports held within the document management system. Additionally, a client self service capability can be made available dependent on chosen client service models. Functions can range from the simple update of personal/KYC data to the full instruction of orders.
Business Benefits
Improved Customer Service, better Client Retention
Improves client service by providing 24/7 access to intraday or daily investment data on an 'any time, any place, any device' basis
Ability to provide highly personalised online services direct to the client
Self service allows clients to interact when they want to, on their terms
A secure distribution channel for personal data sensitive documents and reports
Grow your Business
Delocalises the business by providing a nongeographic delivery platform, reducing the need for regional offices
Provides a highly targeted platform for marketing/sales activity for new/existing products and services
Greater process efficiency facilitates business growth and reduces
Greater Efficiency, Reduced Costs & Risk
Reduces the cost of client servicing, whilst the hosted, managed solution provides the scalability to further reduce incremental costs with volume
Provides the opportunity for clients to trigger STP workflows, reducing processing costs
Provides a secure, non-material communication channel to help fight fraud and identity theft
Full audit trail ensures that all client interactions are recorded for compliance
Capabilities
Client Experience
Allow your clients access to their accounts at any time, in any place and on any device
A simple, clean and efficient design to simplify usability and navigation
Clients can view the activity in their accounts, track their valuations, performance and variance against mandate
Access to the integrated document management system allow clients to view their reports and documents
View corporate action options and make informed election choices
Provides a central point of access for additions tools and services such as viewing total wealth/non managed assets and some financial planning tools, providing a more sticky client relationship
Everything you want on a Dashboard
The dashboards provide dynamic, graphical representation of data including comprehensive drill down and filtering functionalities
Your clients are free to personalise their dashboards, allowing them to consume the data in the way they want to
The portal can be white labelled to your corporate brand, or that of third parties if you are providing platform services
Self Service or Assisted Service
Allows you to position self service or assisted service as a benefit to the client
Provide you the choice of allowing your clients self service functions such as simply updating their personal details or uploading documents into the document management system, to completing suitability questionnaires or instructing transactions
