At Nubis, we help financial institutions cultivate strong client relationships by delivering personalized service that builds trust and promotes financial well-being. Our tailored solutions support financial advisors, wealth managers and banks in delivering consistent, high-touch service while leveraging insights to offer personalized advice and secure,
omni-channel engagement.
Our Specialized Solutions
Client-Centric Engagement
Develop loyalty and satisfaction by understanding each client’s unique financial journey and offering proactive, customized support.
Operational Efficiency
Streamline compliance, automate workflows and reduce overhead costs through real-time monitoring and secure digital processes.
Insightful Data Analytics
Uncover patterns in client behavior to make data-backed decisions that drive impactful client outreach and targeted advisory services.
BUILD THE IDEAL FINANCIAL SERVICES SOLUTION WITH NUBIS
Our solutions empower financial service providers to anticipate client needs, offer relevant guidance and build loyalty through trust and transparency in long-term relationships.
Our Services for End Customers
Specializes in cutting-edge solutions for digital transformation. Helping organizations harness the full potential of success in an ever-changing digital era.
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How we do it
Our Financial Services Solutions
01
360-Degree Client View
Centralize client data to provide advisors with comprehensive profiles that include investment history, life goals, risk tolerance and communication preferences.
02
Personalized Financial Planning
Enable advisors to provide individualized planning with data-driven insights, making interactions feel relevant and timely.
03
Streamlined Onboarding and Account Management
Simplify client onboarding with automated document handling, KYC compliance and secure, user-friendly portals for easy account management.
04
Cross-Channel Engagement
Connect with clients seamlessly across mobile apps, websites, in-branch visits and virtual consultations to provide a consistent, branded experience.
05
Automated Compliance Tracking
Mitigate risk with built-in compliance monitoring tools that ensure all transactions, communications and documents adhere to industry regulations.
06
Tailored Investment Recommendations
Offer personalized investment and product recommendations based on client profiles, past investments and real-time data.
07
Real-Time Analytics and Reporting
Track investment performance, portfolio risks and client satisfaction metrics with advanced, real-time analytics to optimize strategies.
08
Enhanced ROI on Client Relationships
Improve client acquisition and retention by focusing on highly personalized service and data-backed growth strategies.
How Nubis Supports Every Step
Our Support
Compliance Confidence
Automatically track and document compliance activities to maintain industry standards and reduce audit risks.
Enhanced Client Understanding
Utilize real-time analytics to gain insights into client priorities, life events and evolving needs for more meaningful, proactive outreach.
Operational Cohesion
Integrate CRM, data and operational platforms to streamline processes, simplify team workflows, and improve back-office efficiency.
Personalized Financial Journeys
Increase client satisfaction by curating customized financial plans and recommendations that evolve with each client’s journey.
Market Responsiveness
Stay agile in a shifting financial landscape by using tools that support rapid adjustments to client services, ensuring you meet current demands and capture new opportunities.
