Amid this rapidly shifting backdrop, Indiana-based Accutech Systems is offering an ecosystem of digital trust and wealth management solutions that can help banks witness exceptional customer success. And tagged along with it comes an immersive user experience rendering the personal touch that banks have advocated for ages. “With our ecosystem of financial technology solutions, we empower banks and wealth management firms to offer dynamic business experiences akin to digital banks, while retaining the emotional connection promoted by these firms,” says Adam Unger, president of Accutech Systems.
In a world coping with rising demands for contactless business interactions brought to the fore by the pandemic, the company has launched Open digital, a responsive, mobile-friendly, and platform-agnostic digital account opening solution. Financial institutions can do away with the inefficient handling of complex paperwork, and manually walking clients and customers through an account opening procedure. They can now redeploy resources to offer services to their clients and grow their business.
Last year, after closely observing all the tribulations that financial institutions faced to maintain an emotional connection with customers in their community, Accutech Systems launched FiCrowd, a white-labeled crowdfunding platform. It is designed specifically for banks and financial institutions to reach out to all the ongoing philanthropic activities in a community.
Reposing on these specialized solutions is Accutech Systems’ flagship wealth management product, CheetahTM. Comprising an impressive roster of features, including native document management, streamlined automation, voice-to-text recognition, and one-click exports, Cheetah enables clients to store, access, and utilize their data with ease and speed and ultimately achieve a much-increased ROI. Furthermore, supporting one of the most highly regulated industries, Cheetah ensures that administrative and compliance reviews are completed accurately and always on time.
Apart from delivering wealth management services, financial institutions also need to efficiently plan their fiscal strategies as well. And that is when Moneytree, Accutech Systems’ accounting and investment management product, comes into the picture. Used by financial planners and advisors, Moneytree allows them to test strong financial planning models with advanced simulations backed by a powerful calculation engine that helps drive accurate financial planning to grow their business. “It is a great tool for not only our advisors but also trust departments that are finding financial planning necessary for business development,” adds Unger.
Underpinning the company’s ultra-innovative ecosystem of wealth management solutions is Accutech Systems’ hand-in-hand approach of working with their clients, which gives them a competitive edge. Every business step is planned on par with the macro technological trends, and the evolving customer demands to chalk out growth opportunities for the clients. For the road ahead, Accutech Systems is focused on leveraging advancements in the ‘technoverse’ to help clients grow and navigate contemporary financial industry and socioeconomic trends. “Alongside, we will continue listening to our clients and their business prospects, understand their challenges and accordingly devise solutions to help them accomplish their goals,” concludes Unger.