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.
The baseline is changing
Drivers affecting the needs of HNWIs and the ways they engage with the institutions who service them are gathering pace.
Topaz provides the tools to embrace the shift and reap the benefits
Improve client service levels and engagement and deepen relationships, while improving firm efficiency and compliance.
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On-premise or cloud
Depending on needs
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Data ingest
Rich set of APIs can ingest content from any database or system
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System integration
Continue to leverage existing investments
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Extensible data model
Introduce the data that is important to you
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Component toolkit
Rich library of interactive components and design system to create new ones
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Pre-built pages
Existing set to support key activities
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Your brand and visual signature
Colors, icons, fonts and typography
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Just the capabilities you need
Modular app framework
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Scalable
Grow users, data and integrations as your business evolves
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Regular enhancements
Continuous flow up updates and improvements, fully tested and deployed when you deem appropriate
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Extend for the future
Modify and extend apps and integrations
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Secure
Multi-factor authentication, encryption, strict authorisation
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Supported
Ongoing technical support by people who know you and your business
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Expert implementation team
One-off setup taken care of by highly experienced integration engineers
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- Productivity
- Security
- Compliance
- Integration
- Support
- Scalability
Frequently asked questions
We already have a document management system/authentication system/chat system etc – can we use those?
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.
What if we want an app that you don’t offer?
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.
What makes you different from competitors?
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.
Is this going to be hard to deploy/set up/adopt?
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.
What about security? This is extremely sensitive data.
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.
Start a hi-tech, hi-touch relationship with your clients today
Let us introduce you to Topaz.
