Customer Centricity

Customer Centricity

Real-time Customer Centricity, essential to service the customer in the modern era of banking.

AG|Capital's Customer Centricity Module provides our clients with a range of Total Customer Book analytical tools to support  the collection and aggregation of critical customer information during the process of distributing Investment products, giving a greater understanding of the customer’s needs.

This plays a key role in recognizing the ‘relationship’ each customer has with the Private Bank and reflects this relationship in numerous facets of the Bank’s services that would not be captured by a traditional CRM solution. 

For example, a traditional CRM solution will capture details about the Investment Products purchased by a customer, however will not capture the number of quotes provided before an Investment Product is purchased. Real-time Customer Centricity captures quote histories as a key data point to tailor customer margins for pricing and product recommendations.

Armed with this valuable customer insight - your Wealth Advisors will be tooled and prepared for any client engagement and enable your bank to differentiate through superior service.

 

About AG|Delta

AG|Delta offers  Electronic Dealing, Client & Portfolio Centric Software Solutions  to the Private Wealth Management industry. Headquartered in Singapore with offices across Asia Pacific, we are a recognized innovator in financial technology .

Our clients are many of the fastest growing global and regional financial institutions in the world. They are using our flagship solution AG|Capital - to fast-track building a world-class wealth platform to better support their Wealth Managers & empower their customers. Through AG|Capital's increasing network of investment product & liquidity providers, our clients are able to achieve great strides in achieving business automation and a truly open architecture business platform to grow Assets Under Management & Revenues in a sustainable fashion.

AG|Delta's achievements include being recognized as a Top  E-Commerce & Client Interface Solution Provider in the Structured Products Global Survey for the last 3 years running as well as recently receiving the prestigious Red Herring Asia 100 VC award.

For more about the AG|Delta story click here.