Providing a responsive, intuitive digital user experience has become an essential part of the servicing mix. Digitalisation is extending into every part of the investor and fund lifecycle, from onboarding and order entry to document management and reporting. Your clients expect seamless digital journeys. Deliver them with Deep Pool.

HOW WE HELP

Agile digital services to meet clients’ evolving expectations.

White-labelled portal
Customisable, multilingual web portal easily configured to users’ preferences and brand requirements.
Customer onboarding
Streamline onboarding processes with secure e-forms, such as subscription forms and KYC documents, that clients can complete online and submit electronically.
Real-time monitoring
Investment managers can track and manage subscription applications, giving real-time insight into the progress of their investor relationships and subscription commitments.
Online order entry
Input and track trades and receive confirmations online.
Real-time reporting
Give users self-service access to real-time reports [of daily activity, positions and valuations,] in their format of choice.
Event triggers
Increase transparency and expedite processes with automated event notifications providing updates on the status of actions and any required next steps.
Customisable dashboards
Customisable dashboards provide real-time analytics, tracking and reporting of KPIs, metrics and other key data points.
Digital document repository
Secure document upload and management, with support for faxes, emails and scanned documents, OCR & QR barcode integration for efficient data capture and digitisation of document workflows, advanced search capabilities and document sharing across regulations.
System integration
Web portal can be easily integrated with other third-party applications for seamless data exchange.

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