apeiron Wealth Cloud offers you a White Label solution that integrates seamlessly into your existing systems.
From customer acquisition to reporting – customizable modules provide your customers with an outstanding and cross-channel customer experience.
Multi-channel ready
Consulting & Support of customers on-site, by phone & video as well as self-service
Simple integration
Full integration as White Label into existing advisory applications, Online Banking, and/or apps (Embedded)
"Real" - User Experience
Field tested on real and award-winning customer experience and multiple iterations
All channels merge into a unified end-to-end advisory experience
Consultation & Investment Proposal
Digital application process
Digital customer area
Ongoing Support
Sales support for customer advisors
apeiron is modular and configurable to individual needs
Modular flexibility
Customizable modules working as a whole or logical unit.
Cost-efficient
Minimal use of resources for you - development and maintenance are done by us.
"Real" - User Experience
Pre-built modules enable fast integration with flexible customization.
Frontend
Digital Onboarding
Online Banking integration
Mobile App integration
Multichannel Readiness
Goal-based advice
Asset calculator
Complicance
Financial portfolio management (including license)
EdW & Liability
KYC & AML
Regulatory Reporting
Digital Inbox
Portfolio management
Strategic asset allocation
Risk management
Tax optimization
Securities infrastructure
Securities settlement
Securities trading
Custody and administration
Products
Account types (Junior, Company, VL)
Trends & Brokerage
Preventive solutions
Interest rate products & Cash Management
Stocks, Bonds, ETFs and more
Client Services
2nd level Support
Review Management
Payment processing
Invoicing
OCR
Fraud Detection
Analytics
Real-time dashboards
Portfolio analytics
Client insights
Funnel analysis
Asset overview
Liquid assets
Liquid assets
Debt capital
Multibanking connection
AI Services
Chatbot
Retention Optimisation
Touch Point identification
More to come...