Mercato: Banks, Asset Managers
For a distributor, managing financial instruments such as structured products, bonds, funds and ETFs is made even more complex by the heterogeneity of information, often fragmented across different sources, formats and levels of update.
This makes it more difficult to monitor relevant events, compare products, identify reinvestment opportunities and provide timely support to both the commercial network and the end client.
Without a centralised tool, the risk is failing to effectively manage this complexity, missing out on commercial opportunities and losing visibility on key events.
Products Dashboard is a white-label web platform that enables you to monitor, analyze and enhance financial instruments in a simple, centralized and customizable way.
The platform normalises data sources heterogeneous public and private in order to support the commercial network in identifying critical issues and reinvestment opportunities.
It can be integrated into the bank’s systems, on the public website to supplement information for retail clients, or as a tool for the advisory network.
It is designed for banks, advisory networks and financial intermediaries that distribute financial instruments such as certificates and structured products, and wish to strengthen support for their commercial network and clients.
Yes, it is fully white-label: logo, colours, graphic style and domain can all be customised.
Yes, It supports Single Sign-On and can be integrated into the bank’s information systems or publicly accessible websites.
Yes, the platform manages various asset classes such as bonds, certificates, funds, ETFs and ETPs.
Yes, the platform updates market data daily and can also support real-time data feeds.
Yes, it is possible to download official documents and generate automatic brochures or videos to support advisory.
Yes. It is multi-language and can be adapted to different geographical areas.
Yes. Information can also be made available on the public website, Products Dashboard is a component that can be integrated via Javascript or iframe into the web portal dell’intermediario finanziario.
Yes, the AI assistant can be easily integrated to answer questions both via restricted access (internally for the Client) and via the public website. The database used for responses is agreed upon and validated by the Client.
They are two conceptually similar products, but Products Dashboard is oriented towards the banking world, conveying commercial information to support the agent network, whilst Documents Display Service is oriented towards the Insurance/Asset Managers world and is more focused on covering regulatory requirements.