Objectway, a provider of software and services to the EMEA investment management industry, has launched Conectus, its new digital wealth platform.
Conectus is a digitally enabled user experience and collaboration platform designed specifically for wealth and investment management firms. It provides a portal focused on front-end user interaction, with the aim of enhancing the user experience, collaboration and engagement.
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With Conectus, firms can tailor their online services to a range of investor styles, from self-directed to hybrid to full discretionary. Conectus was first introduced in April 2015 as a module within Objectway’s Wealth in One solution and is now available to the market as a stand-alone channel proposition.
Peter Schramme, chief business development officer at Objectway, spoke to PBI about Objectway’s business model on the whole, where all of the company’s technology offerings are combined in end-to-end integrated propositions, but where each offering can also be deployed in a modular stand-alone fashion. Each offering has to excel based on its own merits.
"If you build an architecture that is composed of great performing operationally excellent engines in the back, combined with a loosely coupled channel proposition that can implement a resilient and digitally empowered engagement platform for investors – that is absolutely the architectural sweet spot towards the future.
"Conectus is a direct response to the challenge that investment firms face to attract and retain clients in an increasingly digital market. Conectus allows firms to appeal to today’s digital investors, who want online services that improve the user experience, reduce costs, and allow them to engage and collaborate with advisors on their own terms."
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By GlobalDataThe omni-channel Conectus enables a white-labelled, differentiated experience on all devices s.a. smartphones, tablets and PCs. Conectus is available in four experience versions:
– Communications & Reporting Experience – providing an integrated view of client investments, enabling better informed interactions between the client and firm
– Self-Directed Investor Experience – aimed at self directed investors, this ‘experience’ adds self-service order capture functionality to the Client Communications & Reporting experience
– Prospect & Client Engagement Experience – implements prospect engagement, client onboarding, investor self-profiling of risk and investment attitude, and client-advisor collaboration scenarios
– Hybrid Advisory Experience – supports a blended advisory experience using digital channels in conjunction with a (face-to-face or virtual) advisor interaction
Key features of Conectus include:
– Personalised user experience with navigation of customisable pages, search, collaboration and context-awareness powered by big data analytics
– Client-advisor collaboration supported by video, chat, document sharing, comment exchange, and co-browsing tools
– Adaptive HTML-5 user interface (‘container’) with "a sea of re-usable widgets" that automate key activities
Schramme feels that such a loosely coupled architectural blueprint (as described above) is essential for rapid technology innovations in the future, avoiding some inherent issues that have arisen out of legacy systems.
Peter Schramme – chief business development officer at Objectway
