Self-service digital wealth platform

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Catalyst

Digital wealth management platform delivering flexible and customisable online experiences, processed straight through to the back office

Engaging online experiences

In an increasingly digital world, Catalyst is the responsive, content driven solution to deliver flexible and customisable online experiences, processed straight through to the back office platform. Through a single portal, you can deliver different experiences across your user base supporting advisers, paraplanners, DFMs and investors.

  • Full breadth of self-servicing journeys from onboarding to transacting online with straight through processing to the back office
  • Tailor the customer experience to your proposition, with self-managed content and configuration overlaid across a core set of user tested features
  • Power the latest propositions and disrupt established business models by incorporating third party components, tools and multi platform data aggregation on a modern technology stack

Back-office integration

Catalyst seamlessly integrates with our Composer administration platform. Updates are passed through in real time to ensure single view of customer data for all users.

By enabling clients to manage their own activities online, you can lower operational costs, remove the need for re-keying and automate your back office.

Self-servicing journeys

Catalyst empowers your advisers, employers and investors to engage and transact online. Select from a broad set of pre-integrated user journeys by persona to maximise the self-service capabilities.

Provide onboarding journeys across product wrappers and perform servicing transactions such as:

  • Top up
  • Withdraw
  • Trade
  • Portfolio model management
  • Maintaining account details

Putting your users first

Differentiate your offering with a compelling digital experience:

  • Simple self-service – users can onboard and manage their account online for complete convenience
  • Handy updates – alerts and notifications keep users informed and tell them when they need to take action
  • Interactive tools – built-in calculators engage users and dashboards help them personalise their experience
  • On the go access – users can access full portal functionality from wherever they are, on any device or browser

 

 

“GBST’s innovative solutions will enable us to deliver a rich and engaging customer experience and allow advisers to seamlessly access our portfolio of investment, life and health products.”

Justin Taurog
Managing Director, Sales & Distribution
VitalityInvest and VitalityLife

See the customisable, interactive Catalyst platform in action. Get in touch to discuss how we can help you create compelling digital experiences for your investors and advisers.

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