Deep Pool > Solutions > Business Needs > Digital Investor Experience

DEEP POOL FOR

DIGITAL EXPERIENCE

Digitalise the end-to-end investor lifecycle.

 

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Providing a responsive, intuitive digital user experience has become an essential part of the servicing mix. Digitalisation is extending into every part of the investor and fund lifecycle, from onboarding and order entry to document management and reporting. Your clients expect seamless digital journeys. Deliver them with Deep Pool.

HOW WE HELP

Agile digital services to meet clients’ evolving expectations.

White-labelled portal
Customisable, multilingual web portal easily configured to users’ preferences and brand requirements.
Customer onboarding
Streamline onboarding processes with secure e-forms, such as subscription forms and KYC documents, that clients can complete online and submit electronically.
Real-time monitoring
Investment managers can track and manage subscription applications, giving real-time insight into the progress of their investor relationships and subscription commitments.
Online order entry
Input and track trades and receive confirmations online.
Real-time reporting
Give users self-service access to real-time reports of daily activity, positions and valuations, in their format of choice.
Event triggers
Increase transparency and expedite processes with automated event notifications, providing updates on the status of actions and any required next steps.
Customisable dashboards
Customisable dashboards provide real-time analytics, tracking and reporting of KPIs, metrics and other key data points.
Digital document repository
Secure document upload and management, with support for faxes, emails and scanned documents, OCR & QR barcode integration for efficient data capture and digitisation of document workflows, advanced search capabilities and document sharing across regulations.
System integration
Web portal can be easily integrated with other third-party applications for seamless data exchange.

WORKFLOW MANAGEMENT >>

VIEW OUR PRODUCTS

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dpWorkflow
Create the seamless operating environment your business needs.
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WHY CHOOSE DEEP POOL?

#1 INVESTOR SERVICING PROVIDER
Leading banks and fund administrators use our technology.
UNIQUE MIX OF EXPERTISE
Our knowledgeable and experienced team combine qualified accountants, business analysts and software engineers.
FLEXIBLE
SOLUTIONS
Automate the processes most important to you with our modular software suite.
CUTTING-EDGE TECHNOLOGIES
Our tools employ a next-generation open architecture platform and containerised microservices for unrivalled ease of use and functionality.
PROVEN TRACK RECORD
Our industry-leading systems have been solving clients’ processing headaches for more than two decades.

CONTACT US

Learn how our software solutions,
can help you achieve your business goals

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