It provides for comprehensive and all-embracing support of customer service process at every stage thereof beginning from the service sales process, delivering current information about customers and their assets, orders or processed documents.

About the app.

The product is built from scratch in close cooperation with the best experts in the Wealth Management area, having perfect knowledge about conditioning and specifics of the capital market.

 

It facilitates communication by delivering clear and graphically attractive online information about the market condition and customer portfolio, active and executed orders as well as achieved investment results.

 

PROMAK FD system is an invaluable support for an advisor, always and everywhere helping him to maintain a relationship with a customer, taking over an obligation to immediately deliver current and complete information while applying a multidimensional approach, and automatizing actions carried out on customer’s order.

Functionality

Client advisor toolkit.

  • Customer management

    It is a basic module of PROMAK FD system responsible for information management and maintaining a relationship with a customer.

     

    The module allows for a comprehensive service of an agreement concluded with a customer, beginning from registration of customer data, agreement and assets, through their updating, up to generating the signed documents.

    • An integral element of gathering knowledge about a customer is the record keeping of information allowing for his complete classification according to various criteria and profiles, including examination of compliance with MiFID regulations, and ensuring an optimal adjustment of suggested investment proposals to customer’s investment profile.
    • Embedded in functions mechanisms allow for an immediate selection of investment proposals which are best correlated with customer’s profiles.
    • All agreements concluded with a customer are available for insight in the form of documents.

  • Investment simulation

    Investment simulation function serves the presentation of an investment forecast to a customer on the basis of an individual customer profile, thus supporting the process of sales of a service to a new customer and stimulating the investment activity of an existing customer by way of expanding the scale of an investment or modification of currently existing one.

    Investment simulation process is realized in the form of interactive charts, where the input parameters are customer preferences and expectations expressed in the form of an expected rate of return, an investment period, the initial amount of investment, the amounts of deposits and withdrawals or the level of acceptable risk, presenting the forecast of results of best adjusted investment strategies together with an estimated investment value for various variants of result scenarios.

     

    Each change of the value of any input parameter gives rise to an adequate update of estimated values and the chart itself. In addition, the module offers a possibility of comparing the profitability of proposed investment strategy with benchmarks or alternative investment strategies in an indicated period and for the amounts of investments indicated by a customer as well as presenting share of particular asset categories in selected investment strategy.

     

    Estimations and calculations made may be immediately sent to customer’s e-mail address.

  • Investment simulation

    Investment simulation function serves the presentation of an investment forecast to a customer on the basis of an individual customer profile, thus supporting the process of sales of a service to a new customer and stimulating the investment activity of an existing customer by way of expanding the scale of an investment or modification of currently existing one.

    Investment simulation process is realized in the form of interactive charts, where the input parameters are customer preferences and expectations expressed in the form of an expected rate of return, an investment period, the initial amount of investment, the amounts of deposits and withdrawals or the level of acceptable risk, presenting the forecast of results of best adjusted investment strategies together with an estimated investment value for various variants of result scenarios.

     

    Each change of the value of any input parameter gives rise to an adequate update of estimated values and the chart itself. In addition, the module offers a possibility of comparing the profitability of proposed investment strategy with benchmarks or alternative investment strategies in an indicated period and for the amounts of investments indicated by a customer as well as presenting share of particular asset categories in selected investment strategy.

     

    Estimations and calculations made may be immediately sent to customer’s e-mail address.

  • Property analysis

    Property analysis function provides for the presentation of the current customer portfolio structure and the profitability of carried out investments.

    Presentation of the customer portfolio structure is available through presentation of information about:

     

    • Condition, valuation and structure of customer portfolios in top-down formula
    • The history of carried out transactions
    • The breakdown of collected commissions and fees

     

    A distinctive trait is the presentation of condition, valuation and profitability of portfolio realized simultaneously in a graphic form, allowing for better imaging and dynamic decomposition of aggregated portfolio value to its particular components together with the indicators of an adjustment of customer portfolio to the implemented investment strategy or another freely chosen investment strategy or even a benchmark.

     

    The history of carried out transactions documents the manner of realization of an investment strategy, and the breakdown of collected commissions and fees unequivocally presents the costs incurred by a customer.

  • Investment service

    System by default indicates to an advisor dispositions resulting from the investment strategy and possible to carry out, at the same time enabling submitting any other disposition resulting from customer’s decision.

    Within customer investment service, the system supports an advisor in the scope of:

     

    • Investment strategy service
    • Investment recommendations service
    • Service of orders

     

    The function provides for the service of receiving a disposition and its authorization by a customer by way of subscribing a signature, automatic handing over to realization and passing confirming documents to the customer or sending them to an e-mail address.

  • Investment service

    System by default indicates to an advisor dispositions resulting from the investment strategy and possible to carry out, at the same time enabling submitting any other disposition resulting from customer’s decision.

    Within customer investment service, the system supports an advisor in the scope of:

     

    • Investment strategy service
    • Investment recommendations service
    • Service of orders

     

    The function provides for the service of receiving a disposition and its authorization by a customer by way of subscribing a signature, automatic handing over to realization and passing confirming documents to the customer or sending them to an e-mail address.

  • Notices

    Within the module, Advisor obtains support in the scope of automated making accessible information about generated documents concerning his customers, events taking place in customer portfolio and the necessity to perform specific actions.

    The module provides for the automatization of actions connected with communication with a customer by keeping an individual timetable of an Advisor recording and controlling information about the matters to be “settled” with a customer, the history of contacts, provided recommendations and analyses or carried out sales processes.

  • Technological stack

    PROMAK FD system is available in the environment of internet browsers, computers and tablets working under control of iOS, Android and Windows systems.

     

    Moreover, the system uses the elements of an interface adapted to work in a touch mode, enabling its optimal use on devices with a touch screen.

    Separation of the presentation layer allows for increasing the efficiency and effectiveness of operation of the system being fully authentic and fully efficient web application, developed according to the latest trends, while ensuring high level of safety and confidentiality of exchange of data based on OAuth 2.0. protocol.

     

    The solution was developed using light Rest API interfaces, and the visual layer itself was made in HTML5 and AngularJS framework, allowing for significant optimization of the presentation of content.

  • Technological stack

    PROMAK FD system is available in the environment of internet browsers, computers and tablets working under control of iOS, Android and Windows systems.

     

    Moreover, the system uses the elements of an interface adapted to work in a touch mode, enabling its optimal use on devices with a touch screen.

    Separation of the presentation layer allows for increasing the efficiency and effectiveness of operation of the system being fully authentic and fully efficient web application, developed according to the latest trends, while ensuring high level of safety and confidentiality of exchange of data based on OAuth 2.0. protocol.

     

    The solution was developed using light Rest API interfaces, and the visual layer itself was made in HTML5 and AngularJS framework, allowing for significant optimization of the presentation of content.

  • The system organizes advisor’s work by providing a chronological arrangement

    systemizing and supervising realization of actions resulting from the current status of the customer acquisition and service process as well as those initiated as a result of advisor’s activity, and automatizing the process of correspondence with a customer.

     

    It ensures an easy adjustment to changing customer needs owing to the use of an open and sensitive to changes infrastructure. 

     

    The system easily integrates the existing IT solution, delivering all information about a customer and providing for reliable and effective realization of customer orders. 

     

    The entirety of operations and information exchanged with a customer is subject to record keeping thus providing for full control and maintaining the required compliance level.

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