Particeep Finstore

Particeep Finstore is a turnkey solution that aims to facilitate online subscription to investment products. According to the vendor, this platform is specifically tailored for banks, management companies, and asset management advisors, providing them with a way to distribute their listed and unlisted investment products online. With its customizable features and user-friendly interfaces, Particeep Finstore caters to the needs of professionals in the banking, financial institution, and wealth management sectors.

Key Features

Customizable solution: Particeep Finstore offers a customizable solution that, according to the vendor, can be tailored to the specific needs and branding of banks, management companies, and asset management advisors. It enables the creation of personalized subscription paths for clients and wealth management advisors without the need for computer development.

Digitize duty to advise: According to the vendor, Particeep Finstore helps in digitizing the duty to advise by collecting and aggregating customers' physical and legal documents. It simplifies the duty to advise for advisors by aggregating all customer knowledge data on a single interface and offers investment products based on clients' risk profiles, ensuring compliance with legal obligations.

Customize steps of online subscription: Particeep Finstore allows customization of the steps involved in the online subscription process for investment products. According to the vendor, it reduces the time required to validate subscriptions, automates data sharing with internal tools, and provides a seamless user experience. The solution enables easy integration with management tools through native connections and APIs.

24/7 availability for online subscription: Particeep Finstore provides 24/7 availability for online subscription to investment products, according to the vendor, allowing clients, partners, and advisors to access personalized interfaces. It offers a user-friendly and intuitive interface for subscribing to both listed and unlisted investment products, ensuring a high subscription success rate.

Effortless digitization of distribution network: Particeep Finstore simplifies the digitization of distribution networks by dematerializing the processing of distribution agreements, according to the vendor. It streamlines the acquisition of new partners and facilitates the expansion of distribution channels. The solution offers dedicated spaces for consultants, partners, subscription management, customer follow-up, and commissions.

Increase in volume of subscriptions: According to the vendor, Particeep Finstore helps increase the volume of subscriptions by offering investment product subscription options across various online, offline, and mobile channels. It allows for marketing of products and those of partners without the need for IT development. The solution provides a comprehensive and efficient platform for subscription management, attracting more clients and potentially boosting subscription volumes.

Automated customer knowledge management: Particeep Finstore automates customer knowledge management by aggregating all customer data on a single interface, according to the vendor. It simplifies online customer knowledge management, subscription validation for customers and advisors, and ensures compliance with regulatory requirements. The solution aims to enable efficient and streamlined customer onboarding processes.

Native connection with management tools: Particeep Finstore offers a native connection with management tools such as Unicia, according to the vendor, allowing for seamless integration and data sharing. It automates data sharing through APIs, webhooks, flat files, and other integration methods. The solution provides the ability to interface with internal tools and third-party services, potentially enhancing operational efficiency.

Automated compliance control: Particeep Finstore includes automated control of the compliance of subscriptions, according to the vendor, ensuring adherence to regulatory requirements. It verifies customer data and documents automatically, potentially reducing the risk of compliance errors. The solution offers flexibility in choosing the payment method for subscriptions, including offline, payment service provider, and payment initiation options.

Third-party service hub: Particeep Finstore provides a third-party service hub that offers a range of services such as subscription and payment processing, according to the vendor. It allows for easy integration with various service providers, potentially enhancing the functionality and capabilities of the platform. The solution aims to provide a comprehensive ecosystem for managing investment product subscriptions and related services.