Investing made clear and easy for every customer
Individual clients have individual needs. Our ‘three pillars of investment engine’ enables a personalized approach to investment, tailoring strategies to match clients’ requirements.
We know how important time is for you and your customers, which is why we automate and streamline the complicated investment process. Thanks to our breakthrough technology, every customer can easily navigate in the complex world of personal investments.
Simplified customer journeys
Providing inexperienced investors with an automated, efficient and effective investment service.
Two-tier risk approach
To provide optimal alignment of investments with customers’ goals.
Covering ETF’s, stocks, bonds, investment funds and insurance wrappers, this comprehensive application is adaptable and user-friendly.
Flexible plug-in solution compatible to various financial institutions
Implementing RoboInvestment means linking electronic banking and brokerage systems. If foreign markets are inaccessible, we will facilitate integration with an appropriate broker.
RoboInvestment will propel you to the FinTech superleague
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From Call Center to Virtual Branch Banking
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Build your new fintech image
Your clients will invest if you provide them with solutions they understand. RoboInvestment guides them step by step through the investment process and supports their development and growth.
Activate your affluent clients
Your clients will invest if you provide them with solutions they understand. RoboInvestment will guide them step by step in their investment and make them activate deposits.
Gain another revenue source
Your affluent clients will put their money to work, and with every newly opened portfolio, you will increase your profits.
20 Życzkowskiego Street
Avia Building, 1st floor
31-864 Kraków, Poland