Mobility
Give your clients more power and autonomy with MyKeeApp, your branded client portal
69% of HNWIs use online and mobile banking - PWC Wealth Management Report
With MyKeeApp, display to your clients their portfolios and assets on a single screen, whenever and wherever they want. Your interlocutors can visualize the evolution and the latest movements of their assets thanks to clear and neat tables and graphs.
This way, you can instantly provide your clients with the information they value the most.
MyKeeApp is 100% customizable to your corporate identity, enhancing your clients’ experience. An effective way to increase loyalty and involvement.
Benefits
Private and secured access 24/7
Compatible with smartphones, tablets and any kind of mobile devices
Updated and consolidated portfolio consultation
Personalised view on the client’s wealth
Full customisation of the platform
Private and secured data safebox
Benefits
Private and secured access 24/7
Compatible with smartphones, tablets and any kind of mobile devices
Updated and consolidated portfolio consultation
Personalised view on the client’s wealth
Full customisation of the platform
Private and secured data safebox
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” The best thing about KeeSense is that it is able to retrieve information from different places and present it in a standardized way. Furthermore, the picture of the portfolio’s status is appealing.”
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Interested in submitting your project to us?
Portfolio Management
Automated, optimised and centralised management of your customer portfolios. Less time, more performance and productivity.
Customer Relationship Management
A complete environment to capitalise on your most important asset: your customers.
Compliance
& supervision
Reduce your compliance risks and save time by automating of your compliance controls.