Your customer deserves the right attention. Don’t spend it in administration. Increase quality time with your customer. So you can focus on your added value as a trusted advisor. To deliver a suitable advice. And an appropriate offering. That’s possible: with an always up-to-date investment profile. For all your customers. And every account.
Harmoney enables advisors to act fully compliant with European regulation (MiFID (II), AssurMiFID, IDD, GDPR). Avoid or eradicate a backlog in suitability documentation. And dito costly remediation efforts. Upgrade quality, quantity and periodicity of customer profile information. Make sure you know your customer. Not that you knew him.
Great Customer Experience
Make a seamless connection with the Harmoney Secure Cloud Platform. Unburden your existing IT infrastructure and teams. And improve customer experience for all touchpoints: both human and digital. Capitalize on the economies of scale of a connected platform. And reduce costs while gaining time-to-market in your digital change agenda.