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How customers experience working with aixigo
Money Mate is professional investing reinvented. It supports customers in achieving their financial goals in all market situations. At the same time, Money Mate realises Commerzbank's vision of becoming the best digital advisory bank in Germany. In doing so, ambitions far surpass providing professional investment advice. Instead, the main objective is a transparent and comprehensible interaction with the client on equal terms.
Money Mate offers information, decision support and execution for all clients in all market situations, from first-time investors to experienced ones. For many clients, it significantly simplifies meaningful investing. A highly innovative element is the information provided during the investment process. Interactive reports, even at individual security level, are meaningfully supplemented by information on capital markets and trends.
The solution was developed in a joint project with Allianz Global Investors, aixigo and further partners.
With volt by Vontobel, the internationally operating Swiss investment house offers a solution that is deservedly judged to be the most sophisticated solution for digital wealth management.
The offering is an unrivaled modular wealth management service that benefits the client in many regards by providing the investment expertise of a wealth manager, while also allowing the client to set various investment preferences according to his or her own convictions. Highly customised and efficient portfolios are created from this, that impress affluent clients as well as the private banking segment.
However, Vontobel isn't the sole user of the underlying platform solution. Vontobel also provides it to partners, who can then offer their clients a compelling new approach to investing under their own brand.
With TARGOBANK Financial Planning, the bank has been setting standards in customer-oriented and efficient advice on investments and pension products for many years. The solution has evolved continuously to reflect new client needs, the bank's product offering and regulatory requirements.
Based on a well elaborated advisory concept, the application guides the user through every step and is the "one-stop-shop" for investments at TARGOBANK. With the rollout of ESG, this advisory process was adapted to the current regulatory requirements in a way that ensures that it now also reflects the clients' ESG portfolio preferences.
To achieve this, an agile approach was adopted to allow to incorporate quickly the constantly changing regulatory requirements.
Discover the aixigo:BLOXX Wealth Management Platform and learn how it can revolutionise your offering.
