Uncovering the future of private banking and wealth management industry
Contact usThe digital revolution is bringing significant changes
The finance market is changing, more and more end customers are looking for more versatility and innovation in the services they receive. With investors expecting digital access and tailored service, finacial institutions must invest in the appropriate technology solutions such as mobile apps, online portals, or real-time portfolio monitoring tools.
To meet these evolving demands, private banks and wealth management firms must adapt without leaving aside their essence of exclusive and personalised attention.
Optimizing Wealth Management
The right mix of technology and human touch can result in a more effective and efficient wealth management process that benefits both advisors and clients.
We're trusted to get the job done.
Our team of experts has years of experience helping private banks navigate digital transformation, and we are excited to share our insights with you on how to improve investment decisions, streamline operations, and enhance client engagement.
Digitalise the daily life of private banking
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Mobile Banking
A catalogue of mobile banking solutions and services to build a unique customer experience. A banking app that can be used on any device and for any platform (iOS, Android or Responsive Web Design).Learn more Opens in a new tab -
Trusted Interactions
Trusted Interactions is an innovative client-advisor secure multi-channel messaging solution that assists bank advisors in their daily work to improve customers satisfaction and loyalty.Learn more Opens in a new tab -
Trade Order Management
Manage multi-asset orders from collection to market. Make online trading and order routing easy for investors in a secure and reliable way.Learn more Opens in a new tab -
Stock Market Data
We connect to the main stock exchanges and data providers, to offer the collection, integration, processing, and distribution of market data to the applications and medium of your choice.Learn more Opens in a new tab -
Conversational Platform
Ramp up your customer support with our round-the-clock, self-serve chatbot platform. Discover the benefits of this AI conversational platform.Learn more Opens in a new tab -
Authentication Solutions
Innovative, compliant and flexible solutions that offer the right balance between user experience and security.Learn more Opens in a new tab
Preserve the best of two worlds, personalized approach, and digitization.
Why choose Worldline?
We create tailor-made solutions based on the latest technologies to deliver the operational efficiency and reliability that private banks require.