The single touchpoint for private clients
Improve client service levels and engagement and deepen relationships, while enhancing company efficiency and compliance.
Improve client service levels and engagement and deepen relationships, while enhancing company efficiency and compliance.
Topaz is for family offices, private banks, external asset managers and other private client service providers who desire a premium digital experience for their clients.
We propose 4 simple steps to transform your digital offering.
Understand
Assess and understand your goals, target customer, current situation and pain points
Define
Framing together an inspiring experience vision and validating it
Customize
Tailor Topaz experience based on needs
Launch
Engagement soars as you implement a future-proofed digital experience that wealth owners and employees love
Insights
Communication
Collaboration
Activities
Storage
Compelling capabilities designed for the HNWI from the ground up.
Let us introduce you to Topaz.