Zero Touch Experience

Enhancing Advisor Productivity with Zero Touch Experience

Asset and Wealth management firms need to empower their advisors with digital tools and solutions to streamline front, middle and back office functionalities, which will enhance advisor productivity and help them deliver better investor experiences.

We offer Digital Assistant solution for financial advisors to improve their productivity.

Our Digital Assistant solution for investment advisors provides a highly interactive interface for holistic wealth management services to investors while supporting middle-office portfolio management activities. Performs portfolio management and analytics with interactive user experience across channels such as web, mobile, and voice.

It has integrated NLP capabilities with cross-platform support, voice enabled bot, CRM systems, and Microsoft office productivity utilities and tools.

Benefits
  • Emotionally empathetic zero touch experience
  • Machine learning enabled natural language understanding capabilities
  • Multi-factor user authentication and social media integration
  • 360 degree view of customer data
  • Financial analytics to identify new investment opportunities
 
 
Get in Touch
Americas+
Americas & Canada
Coforge Inc.

New Jersey

502 Carnegie Center Drive
Suite #301
Princeton, NJ 08540
Ph: 770-290-6113

Europe+
Europe
Coforge UK Ltd.

2nd Floor, 47 Mark Lane,
London - EC3R 7QQ, U.K.
Ph: 770-290-6113
Fax: +44 (0) 20 70020701

Asia+
Asia
Coforge Ltd.

SEZ Developer Unit

Plot No. TZ-2 & 2A, Sector Tech Zone,
Greater Noida, UP 201308, India
Ph: +91 (120) 459 2300
Fax: +91 (120) 459 2301

Rest of the World+
Rest of the World
Coforge Ltd.

SEZ Developer Unit

Plot No. TZ-2 & 2A, Sector Tech Zone,
Greater Noida, UP 201308, India
Ph: +91 (120) 459 2300
Fax: +91 (120) 459 2301

Have a Different Question