Wealth Qube
Reimagining Wealth Management
Revolutionize Wealth Management with Wealth Qube
API Based | Omni-Channel | Scalable
Wealth Qube, Intellect’s digital wealth management solution, built on design thinking principles, promises banks and FIs the Advantage 2020.
In the highly personal wealth management industry, relationship managers are critical to success. Understanding this, Wealth Qube prioritizes empowering RMs and has a design approach centered on their needs. As a seamless extension of your business, Wealth Qube offers a comprehensive digital solution for private banks, wealth management firms, and others. This full-stack platform manages all aspects of wealth management."
Empower RMs with Wealth Qube's full-service digital wealth management
Your one-stop solution for complete digital wealth management
Relationship Manager Office
Provides a 360-degree view of the clients’ holdings and relationship. It helps in providing effective advisory.
Risk & Compliance Office
Allowing transparency in business to meet and maintain control over regulatory norms. It allows less risk and reduces compliance cost.
Fund Manager Office
Fund Manager Office equips fund manager to oversee fund management and accounting. It facilitates quick decisioning and intuitive advisory.
Trust Office
Enables administration of trust accounts and products. It provides cost efficiency and risk-free account management.
Operations Office
An end-to-end digitalisation of the entire lifecycle of managing and administering wealth. It helps in reducing cost and increase efficiency.
Customer Personal Office
Empower the bank’s end customers with a single interface to gain a 360- degree view of the portfolio. It allows self-management of portfolios and increases efficiency.
Recent Accolades
Driving customer value & market leadership
Benefits
More Engagement – 360-degree view of the customer’s relationship value and a spectrum of tools which enables the Wealth Managers to engage with customers effectively.
More Market – With the basics of customer engagement in place, Wealth Qube® helps drive business retention and expansion at a higher pace.
Less Business Risk – 3D compliance (bank, customer and regulator), brings in transparency and trust in business ensuring strong compliance and hence lower risks.
More Mindshare – Superior and personalized engagement translates into an overall positive experience in the mind of the customer.
More Wallet Share – Targeted cross sell and up sell of value added products with the help of predictive analytics.
Less Implementation Risk – The tried and tested DE Framework ensures zero defect and deliver three day before the date of delivery (on time and in full delivery)
