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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Transforming and optimizing your operational workflows can lead to enhanced efficiency that is responsive to your clients' evolving demands. By automating and refining these processes, financial advisors and wealth managers gain the agility to customize their offerings according to client preferences. In a rapidly changing investment landscape, presenting a variety of alternative investment options—such as REITs, socially responsible investments (SRIs), ESG-focused strategies, private equity, philanthropy, and cryptocurrencies—plays a vital role in both attracting new clients and retaining existing ones. The dynamic between clients and wealth managers has shifted significantly, with personal interactions becoming less favored. Nonetheless, tailored investment guidance that considers individual risk profiles, life aspirations, and personal preferences continues to be an essential service. In this context, delivering advanced and personalized omnichannel digital solutions throughout the entire client journey is increasingly important to fulfill their demands for convenience and efficiency. As the industry continues to evolve, staying ahead of client expectations will be critical for success.

Description

Are you in search of a tailored ecommerce solution that seamlessly integrates with your back office software or supply chain? You've landed in the right spot. We are ready to assist you. Shopcreator offers comprehensive ecommerce development services that are fully managed. Our team invests time in getting to know your business inside and out, ensuring that your website aligns perfectly with the needs of your customers. You will have dedicated technical and service representatives available to support you from the very beginning. We suggest scheduling monthly or quarterly meetings to analyze site performance together and to continuously enhance the customer experience. Our mission is to ensure your online presence not only meets but surpasses your business goals. We are passionate about creating stunning bespoke website designs that are designed to elevate your sales. At the project's outset, we arrange an in-person meeting with your team to gain a deep understanding of your vision, your target audience, and how you wish your brand to be portrayed in the digital landscape. This collaborative approach ensures that we are aligned with your objectives right from the start.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ERI

Founded

1989

Country

Switzerland

Website

www.olympicbankingsystem.com

Vendor Details

Company Name

Selfserve

Website

www.shopcreator.com

Product Features

Banking

ATM Management Yes 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management Yes 
Credit Union No 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management Yes 
Securities Management Yes 
Transaction Monitoring Yes 

Product Features

eCommerce

CRM Yes 
Catalog Management No 
Channel Management No 
Customer Accounts Yes 
Data Security Yes 
Email Marketing Yes 
Inventory Management Yes 
Kitting Yes 
Loyalty Program No 
Mobile Access Yes 
Multi-Store Management No 
Order Management Yes 
Product Configurator No 
Promotions Management No 
Returns Management Yes 
Reviews Management Yes 
SEO Management No 
Shopping Cart Yes 
Templates Yes 

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