Onboarding for crucial stages of the customer lifecycle.
Investment services are complex for the client, as they are associated with investment risks, client fears, and complex terms, and concepts. At the moment, none of the brokers in Europe implements full-fledged onboarding and assistance throughout the entire life cycle of the client. We identify several key critical events for the client in investing in bonds and integrate an interactive assistant that explains to the client at one stage or another of working with them, what is happening now, what actions need to be taken and why.