Private Banking Tablet Application

Private banking tablet app
Today's clients want information at a moment's notice, they expect value-add from their Relationship Managers while engaging their services. VeriPark’s Private Banking Tablet Application provides increased mobility to Relationship Managers and advisors who need to access clients’ account information on the go.

Having the ability to work across multiple devices and deliver omni-channel digital content to sales channels for clients, RM Tablet Application delivers numerous features to financial advisors including a single view of the client, reporting capabilities and what-if scenarios. It also enables advisors to review their calls and appointments, prospects, top opportunities, assets under management (AUM) and revenue. 

Using the Private Banking Tablet App, Relationship Managers and advisors can easily utilize functions such as financial planning, client account data and product research from their tablets. This makes it possible to create cross-sell opportunities and drive additional revenue. They can add trades and service requests while away from the office, driving improved responsiveness and higher productivity. 

Enhance your mobile capabilities, portfolio views with sophisticated Private Banking Tablet App and greatly improve your clients’ experience. 
 

Key Features

  • CRM

    Client identification

  • administration icon

    Private Banking 360 View

  • cycle icon

    Financial information capture

  • Financial Calculators icon

    Product calculators

  • Digital Lending Key Features 3

    Product application & submission

  • Account Management icon

    EMI calculator

  • dashboard icon

    Competitor dashboard

  • icon

    Offline mode

Private Banking Tablet Application - Screenshots

Request a live demo

Request a live demo and let us show you how VeriPark's Private Banking Tablet Application provides increased mobility to Relationship Managers and advisors who need to access clients’ account information on the go.