FINANCIAL SERVICES SOFTWARE SOLUTIONS
THE PROBLEM:
Financial Services is an industry that is traditionally paper-drive. All literature guides, and contracts are usually posted back and forth, but when servicing an international market that approach isn’t realistic.
THE SOLUTION:
Give high value clients all documents straight into their pocket.
By tailoring our TIEO platform, we provided a complete document management solution.
THE OUTCOMES:
- An engaged, busy, international client based by keeping all communications within the app.
- Simplify the process of remaining compliant by grouping together documents required for onboarding.
OUR APPROACH
- Target a busy, professional client with an app-first solution.
- Simplify the overhead of onboarding a client using groups and tags.
- Separated client’s communications from the noise of email using mobile push.
- Provide a legally compliant e-signature system to lower onboarding barriers.
POINTS OF DIFFERENCE:
- We hold a sizeable landbank of IP (Intellectual Property) – software code that allows us to:
- Reduce build and delivery times by up to half.
- Reduce the cost by as much as 7X against typical software company prices on a like for like basis.
- Maintain a tailored fit and bespoke solution experience.
- Create faster return on the initial sink hole investment.
POINTS OF DIFFERENCE:
- We fix on price. Even with projects in 6 figures.
- We offer Permissive Authority Licenses, rarely offered by software companies, allowing a customer the right to continue development in the future through another party.
- We often invest, through our HardyFinch Ventures in clients projects, up to 50% if there is a future commercial viability and opportunity.
- We offer interest free payment plans to support cash flow.
Helps me service clients in Russia and Thailand.
Wealth Management is truly global these days and the TIEO platform has all the tools in one box to help my comms and processes easily.
TECHNOLOGY WE WORK WITH:
