Branch Advisor
Wealth Management, Financial Planning, Advisory Services
The Advisor Module provides tools including portfolio management, retirement advice, educational planning advice and investment tools in one place allowing advisors to spend less time working in applications. When everything they need is at their fingertips, advisors can spend more time advising clients and building the relationships that grow revenue in wealth management, financial planning and advisory services.
Key Features
-
Investment Inquiries
- Portfolio List/Client Holdings
- Equity
- Mutual Funds
- Bonds
- Structured Products
- Portfolio/Client Holding Details
- Statement Download
- Securities Prices
-
Investment Transactions
- Buy/Sell Orders
- Cancel/Split Orders
- Block/Release Amounts for Trades
- Block Management
- Buy/Sell FX
- IPO/RI Subscription
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All VeriBranch Modules
Success stories
Retail banking
Customer Engagement (CRM)
Omni-channel Delivery
Branch Automation
Loan Origination
Innovation Credit Union eyes massive digital growth and goes national with VeriPark
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Branch Automation
ING Turkey cuts down customer onboarding time from 25 minutes to just 6 minutes
Blog
Retail banking
Omni-channel Delivery
Branch Automation
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Banking in den Jahren 2025 bis 2030: Wie sieht die Bank der Zukunft aus?
Das Banking im Jahr 2030: Wie werden sich Banken verändern?
Retail banking
Corporate banking
Branch Automation
26 Juli 2023
How banks can use data and technology to turn branch tellers into customer focused sellers and advisers
Transform Bank Branches: Empower Tellers as Advisors with Data and Tech...
Customer Engagement (CRM)
Omni-channel Delivery
Branch Automation
Loan Origination
5 Dezember 2022
FSI Game Changers – Reinventing the member journey to become Canada's leading Credit Union | Part 2
Interview (part 2) with Dean Gagne, Chief Disruption Officer at Innovation...