Clients of private banks and family offices should be able to add #cryptowallets to their portfolio, as well as view real-time performance of coins, transact, and receive personalised coin alerts and recommendations.
Watch now: https://t.co/to8a3czy03
#bankingapp#wealthtech
As with classic psychology, also when managing wealth, trust is a “feeder” emotion. Hence, with trust a relationship can start to flourish. To do so, the advisor must embrace the “know your client” process well beyond its pure regulatory sense.
https://t.co/QdX17rbqEx
Research shows that wealth management firms who invest in client experience reap the rewards. We propose a holistic framework to help maximize this experience, delighting clients and making them advocates of your firm.
Read our new article to find out -
https://t.co/yDIGgjx2xz
We know that a “one size fits all product” can never exist in such a specialised space as private client advisory, so using our experience toolkit we take customers through a series of simple steps to ensure success. Take a look at our new Approach page - https://t.co/EOjSpsek4I
Topaz is delighted to announce that Edward Turner has become a member of our strategic advisory board. He will be providing strategic guidance to Topaz about how we can transform the life of financial advisors and create the delightful digital experience clients deserve!
Today, at 5:00-7:00 PM EST Topaz will be taking part in the F10. Demo Day, presenting our holistic engagement & aggregation app. We are looking forward to seeing you there!
Follow the link to sign up - https://t.co/WBGECgXrm0
As part of our What If series, we look at goal-setting and risk assessment, and how it can be made not only simple and powerful but even fun and engaging. The future is often much closer than we think. Take a look at our blog: https://t.co/185ppz7zsv
Dive into a seamless wealth management app experience and give your HNWI users an impressive front door to your firm. Topaz Digital has a futuristic vision where managing wealth and collaborating with advisors becomes simple. https://t.co/XZ4UOUjdAU
Our mission is to put the HNWI experience at the centre to enable the human element that creates the foundation of trust and related expertise when advising clients.
Watch our showreel now:
https://t.co/YL67sBUxQl
#wealthmanagement#wealthtech
We are thrilled to announce that on July 7th, we will be taking part in the F10 Demo Day !
5 months of intense trainings and continuous growth will culminate in the Demo Day presentation we are excited to share with you.
Sign up now - https://t.co/f4eHN1GF7B
#wealthtech
Topaz Digital is nearly through the @F10Global Incubator & Accelerator programme! Last week we finished some great sessions on Sales & Marketing, with real-life inputs from startup alumni and experts sharing dos and donts.
Thanks in particular to @marc_hauser !
#wealthtech
Multi-family offices need to meet their clients’ growing digital expectations and are looking for streamlined reporting and communication. Take a look at how #technology deepens relationships between HNWIs and multi-family offices:
https://t.co/caZZ3Mp9EJ
#hnwi#wealthtech
Topaz is a single touchpoint for private clients. We help private banks, family offices and other private client service providers improve client service levels and engagement and deepen relationships, while enhancing company efficiency and compliance.
https://t.co/BvN3gpQq24
#Crypto is #fintech! With Topaz, your clients can add a crypto wallet to their #banking app. Moreover, it allows for including crypto in their #investment reports, trading, and viewing the #AI-generated predictions, right on their phones!
Watch: https://t.co/LCfGaKgllE
Topaz is a modular technology and experience platform, which consists of 12 core modules. Each seamlessly integrated module helps to create an ultimate holistic experience for both your customers and employees.
Learn more about our core modules here: https://t.co/6zkNEt3Pa4
The Governance tool allows your client to visualize their assets and gain deeper insights into holdings of trusts, assets, and people and the relationships between them. The tool also allows for adding unique data points required by a customer.
#wealthmanagement#wealthtech
Topaz was designed for holistic asset visibility and intuitive collaboration. Trust companies & Foundations benefit from an impressive front door to their business that the white-labeled Topaz platform guarantees.
Visit Trust Companies & Foundations page: https://t.co/S330gZYsAC
LAST CHANCE...To vote for Topaz Digital for the Fintech Power 50 guide!
If you believe we deserve to be featured in this guide (we know we do), go to https://t.co/EoAQtAUV4n and select Topaz Digital from the dropdown menu. Voting closes this Friday.
We appreciate your support!