Branch Advisor
Empowering Branch Wealth Suite
VeriBranch’s Branch Advisor Module enables staff to seamlessly advise customers on their wealth management, by conducting investment inquiries and executing investment transactions through a single, unified screen. It simplifies advisory workflows, enhances service delivery, and empowers branches to offer personalized investment support with speed and confidence.
Core Capabilities
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Investment Inquiries
- Detailed view & statements of the customer’s investment portfolio & holdings
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Investment Transactions
- Conduct customer transfers for IPOs or RIs and Buy / Sell FX, Gold, Bonds, Structured Products for your customers
See it in action!
All VeriBranch Modules
Success stories
Retail banking
Branch Automation
Retail banking
Branch Automation
Loan Origination
Blog
Retail banking
Omni-channel Delivery
Branch Automation
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Customer Engagement (CRM)
Omni-channel Delivery
Branch Automation
Loan Origination
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