Wealth Management

Challenge

With a multitude of relationship managers interacting with clients during their journey with the bank, it becomes exceedingly difficult to trace a customer's past preferences and the recommendations provided to them.

Solution

At FLAIST, we provide a unified communication channel to streamline all conversations that relationship managers have with their clients. The API driven 'one-voice' approach to customer interactions improves the emotional connect customers have with the bank.

Benefits

  • Unified communication from banks: Frustrated introducing yourself each time to a new relationship manager at the bank? Don't worry, you wont have to do it anymore! Our unified customer communication portal records all your conversations with the bank and the next time you call, they'll dive right to the point.
  • Debt management advice: Thinking of buying a house? Get personalised tips to improve your credit score. Understanding your intentions and providing contextual recommendations is part of what our platform has to offer!