professional
Make your service smarter
A digital solution for financial entities
Fjord, in collaboration with EH Control & Compliance, is offering you for the first time a smart Robo-CRM platform designed for portfolio managers, investment advisers and financial entities that operate under the supervision mechanisms of the State of Israel. The system includes the most advanced and sophisticated technological tools on the market that will allow you to make your service digital from end to end and streamline internal organizational processes. By using the system you will gain unique insights about your customers and thus increase the rate of customer recruitment, involvement and their satisfaction. The system is tailored exactly to the dimensions of your organization and your needs and this is what makes most of us completely unique in the field. And your unique service in the financial market.
After decades of experience in the financial world, we have identified the immediate need of the bodies active in the field for advanced technological solutions that will adapt to the new reality. Our systems are designed for both large and small entities and contain a variety of tools that will help you significantly improve and streamline your service.
The system includes full regulatory compliance with Israeli regulation as well as ongoing regulatory updates!
Customer management tools
Creating a unique service involves much more than customization and branding. It's a customer experience, service logic and perfect behind - the - scenes processes. Most of the tools on our platform are easily customizable, but beyond that we think of ourselves as partners in your success In creating the kind of service experience you have in mind.
Personal customization
Integrations
The system mechanisms ensure easy interface to external systems. Most connections are based on API or FIX protocol compliance. We allow Also a direct connection to the stock exchanges. We will perform For you the connections needed to save you time and allow you to focus on business growth.
The system gives you insights that allow you to optimize your interaction with your potential and existing customers. An improved understanding of their situation, needs and concerns directs you to customize your initial service offer, handle sales opportunities or prevent anxious customers from leaving the service.
Increasing sales
Compliance with control and regulation
money laundering
Regulatory compliance
Regulatory Updates
Digital questionnaires - KYC
Automatic needs update
Automatic sending of a request to update customer needs and receive an immediate indication
Remote signature
Through the system Remote customers can sign up remotely and complete joining processes quickly and easily
Digital registration
A fully customizable interactive questionnaire helps create the customer's risk profile and awareness
customer's experience
Through the system you will get all the tools needed to communicate with investors effectively - automatic and manual alerts, mail and SMS alerts. Portfolio manager Gets a look at the performance of the individual portfolios as well as a cumulative look at the assets under management. In addition, the integration with external systems such as market data providers or third-party systems allows for comfort and flexibility and saves you valuable time.
The tools Ours are based on Behavioral analysis that allows users to deepen their understanding In customer behavior, predict their responses and influence customer absorption processes and their satisfaction with the service. Provides a powerful tool that was not previously available to wealth managers. The system offers a wide range of tools for monitoring and managing investment portfolios.
Performance controls
Managing resellers and agents
For financial entities that manage sales teams, marketers or agents and distributors of various kinds, we provide a smart agent management system through which their activities can be monitored and monitored, as well as allowing them to monitor their performance over time, make referrals and improve their capabilities.
