Reduce your compliance burden and regulatory costs
Envizage can help to deliver consistency across the customer journey that is in line with regulations
- Using the Envizage API provide a consistent framework across client engagements both digitally and advisor led
- Create a consistent fact find process that can be leveraged to support suitability and vulnerability reporting
- Create product recommendations that are defensible to regulators and provide a consistent framework for advisors supporting compliance and training requirements
Convert your cash savers into investors
Show customers how they can better achieve their goals with investments, by positioning your products within their life context
- By leveraging the Envizage API, illustrate how cash savers can better achieve their goals through investing
- Position cash and investment products in your customers’ life context
- Easily integrate open banking and account aggregation across savings and investment accounts
Attract younger customers and prospects to your brand
Draw in Millennial and Gen Z customers with a digital engagement solution that connects your products to their desired future
- Create an engaging and differentiated application for millennials with the Envizage API
- Introduce younger customers to digital financial planning
- Position your credit, investment and insurance products in your customers’ life context
Do more with your mass affluent and affluent customers
By adding the human context, we help you to better engage and serve your mass affluent and affluent customers cost-effectively and at scale
- Create engaging and habit-forming applications with the Envizage API
- Introduce customers to digital financial planning
- Position your credit, investment and insurance products in your customers’ life context