We have all the layers covered
Extensive experience working with customers and partners within the financial services industry means Topaz has been designed to navigate the constraints, implementation challenges and differing needs.
Drivers affecting the needs of HNWIs and the ways they engage with the institutions who service them are gathering pace.
Improve client service levels and engagement and deepen relationships, while improving firm efficiency and compliance.
Depending on needs
Rich set of APIs can ingest content from any database or system
Continue to leverage existing investments
Introduce the data that is important to you
Rich library of interactive components and design system to create new ones
Existing set to support key activities
Colors, icons, fonts and typography
Modular app framework
Grow users, data and integrations as your business evolves
Continuous flow up updates and improvements, fully tested and deployed when you deem appropriate
Modify and extend apps and integrations
Multi-factor authentication, encryption, strict authorisation
Ongoing technical support by people who know you and your business
One-off setup taken care of by highly experienced integration engineers
Extensive experience working with customers and partners within the financial services industry means Topaz has been designed to navigate the constraints, implementation challenges and differing needs.
That is the beauty of Topaz. Rather than rip out and replace existing tools these can be integrated into the new client experience – as long as they have an API, which is very common today.
We are continually building out our series of apps to give the fullest possible experience to wealth owners. If we have not yet reached an app that is a priority for you, we can work closely with you and fast-track design, development and deployment using our experience toolkit.
Unlike other WealthTech providers, Topaz has just one singular purpose: serve the needs of private client user – holistically and completely. We do not produce generic “portals” which show only investment performance. We do not produce inflexible apps which cannot be tailored for a customer’s specific needs. And above all, we do NOT compromise on user experience.
We are challenging the industry norm by delivering a premium experience to your clients in weeks not years. Our approach consists of a few logical steps, which allows you to identify your current business needs fast and for us to start working on transforming your digital proposition using our available apps, experience toolkit and visual library.
You may have abundant expert technical knowledge, or you may not have access to technology resources. In either case, we will be your trusted guide, helping you carefully through each step, at your preferred pace, mimimizing any disruption to your BAU operations, and always with a resolute focus on happy end users.
We have worked with Swiss private banks for many years, and have an in-depth experience of how to lock down the data. Topaz has been designed from the ground up as a secure system to ensure customer peace of mind.
We have a number of core principles which are intrinsic to our solution, including multi-factor authentication, client personal data location in customer private cloud ensuring your control and ownership, user access control by customer, full data encryption at rest and in transit, and a lot more.
Let us introduce you to Topaz.