UniFi Applications: Tailored Solutions for Financial Excellence
UniFi platform empowers financial institutions with the tools needed to enhance operational efficiency, client engagement, compliance, and overall service quality.
Empowering Client, Adviser, Banker and CSR with Applications
UniFi's suite of applications enhances financial services, empowering client, adviser and banker with advanced tools for efficient operations and better decision-making.
Payments
Payments feature streamlines financial transactions, providing clients with a secure and user-friendly platform for effortless fund transfers, bill payments, remote check deposit and recurring expenses management.
Payments feature streamlines financial transactions, providing clients with a secure and user-friendly platform for effortless fund transfers, bill payments, remote check deposit and recurring expenses management.
Financial Management
Financial management enables clients to categorize expenditures and generate detailed financial reports for accurate record-keeping.
Financial management enables clients to categorize expenditures and generate detailed financial reports for accurate record-keeping.
Customer Support
Customers can engage in online communication with advisors to receive advice and guidance tailored to their specific needs.
Customers can engage in online communication with advisors to receive advice and guidance tailored to their specific needs.
Client View
UniFi's Client View offers a seamless financial management experience, enabling clients to access account information, receive personalized investment advice, make payments, manage investment portfolios.
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Investment
Investment feature provides clients with a powerful tool to optimize their portfolio. Access real-time insights into market dynamics, track investment performance.
Investment feature provides clients with a powerful tool to optimize their portfolio. Access real-time insights into market dynamics, track investment performance.
Account Management
Customers have easy access to the UniFi platform and can view their account information, including balances, transaction history, and investment portfolio performance, through a simple user interface.
Customers have easy access to the UniFi platform and can view their account information, including balances, transaction history, and investment portfolio performance, through a simple user interface.
Forms Automation
Forms Automation populates electronic forms with client login data, simplifying form completion and reducing clients' tasks.
Forms Automation populates electronic forms with client login data, simplifying form completion and reducing clients' tasks.
Investment Proposal (IPS)
Clients can dynamically generate investment portfolios tailored to their goals, risk tolerance, and preferences. The platform facilitates a seamless process, allowing clients to review, customize, and electronically sign the proposed investment strategy.
Clients can dynamically generate investment portfolios tailored to their goals, risk tolerance, and preferences. The platform facilitates a seamless process, allowing clients to review, customize, and electronically sign the proposed investment strategy.
SignMe.ai
Implement electronic signature capabilities to expedite document signing processes, enhancing operational efficiency and convenience for both clients and staff. This reduces paperwork and minimizes delays in financial transactions.
Implement electronic signature capabilities to expedite document signing processes, enhancing operational efficiency and convenience for both clients and staff. This reduces paperwork and minimizes delays in financial transactions.
Asset Management
Asset Management is a comprehensive tool for managing internal investment portfolios. Clients can access various proposed investment options, streamlining their selection process.
Asset Management is a comprehensive tool for managing internal investment portfolios. Clients can access various proposed investment options, streamlining their selection process.
Adviser View
Advisors can offer personalized financial planning and real-time portfolio monitoring, enhancing client relationships and regulatory compliance.
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Analytical Assessment
Advisors can access the UniFi platform and utilize powerful analytical tools to assess customers' financial situations and investment goals.
Advisors can access the UniFi platform and utilize powerful analytical tools to assess customers' financial situations and investment goals.
Personalized Planning
Personalized Investment Proposals: Advisors leverage UniFi to efficiently generate investment proposals tailored to clients' unique needs and goals.
Personalized Investment Proposals: Advisors leverage UniFi to efficiently generate investment proposals tailored to clients' unique needs and goals.
Customer Service Module
Enhance client interactions by offering customer support representatives a unified platform to access essential client information, transaction history, and preferences. This ensures efficient and personalized client support, improving overall client satisfaction.
Enhance client interactions by offering customer support representatives a unified platform to access essential client information, transaction history, and preferences. This ensures efficient and personalized client support, improving overall client satisfaction.
Payments
Payments feature empowers banking professionals with efficient payment processing capabilities, including the ability to initiate batch payments.
Payments feature empowers banking professionals with efficient payment processing capabilities, including the ability to initiate batch payments.
Financial Management
Payment Approval equips bankers to review and approve payments, distinguishing between high and low-risk clients for informed decision-making.
Payment Approval equips bankers to review and approve payments, distinguishing between high and low-risk clients for informed decision-making.
KYC
KYC feature provides banking professionals with insights into client risk profiles, enabling effective risk management and compliance.
KYC feature provides banking professionals with insights into client risk profiles, enabling effective risk management and compliance.
Banker View
Banks receive a comprehensive view of customers and advisors to better understand business operations and compliance status.
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Automated SARs and CTR Filing
Streamline regulatory compliance for advisers by automating the filing of Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTR). This reduces the manual reporting burden, ensuring timely and accurate submissions.
Streamline regulatory compliance for advisers by automating the filing of Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTR). This reduces the manual reporting burden, ensuring timely and accurate submissions.
Card Issuance
Card Issuance feature serves as a robust tool for card issuance, encompassing various types such as debit cards and credit cards. Banking professionals can efficiently manage the issuance process, ensuring seamless card delivery to clients.
Card Issuance feature serves as a robust tool for card issuance, encompassing various types such as debit cards and credit cards. Banking professionals can efficiently manage the issuance process, ensuring seamless card delivery to clients.
Compliance Monitor Analytics
Equip advisers with advanced analytics tools to monitor and analyze compliance data. This enables the identification and mitigation of potential compliance issues, ensuring adherence to regulatory requirements.
Equip advisers with advanced analytics tools to monitor and analyze compliance data. This enables the identification and mitigation of potential compliance issues, ensuring adherence to regulatory requirements.
CRM
UniFi's CRM feature streamlines account opening, capturing essential details and managing interactions seamlessly, ensuring an efficient onboarding experience for clients.
UniFi's CRM feature streamlines account opening, capturing essential details and managing interactions seamlessly, ensuring an efficient onboarding experience for clients.
Customer Service
UniFi equips client support representatives with an integrated CRM system to manage client interactions, respond to inquiries, and facilitate communication via chat, SMS, and calls, ensuring comprehensive communication archives.
UniFi equips client support representatives with an integrated CRM system to manage client interactions, respond to inquiries, and facilitate communication via chat, SMS, and calls, ensuring comprehensive communication archives.
CSR View
Client support representatives can access UniFi's user-friendly interface to effectively support clients and respond to their inquiries.
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Account Management
Customers have easy access to the UniFi platform and can view their account information, including balances, transaction history, and investment portfolio performance, through a simple user interface.
Customers have easy access to the UniFi platform and can view their account information, including balances, transaction history, and investment portfolio performance, through a simple user interface.
Client Support
Client support representatives have access to the UniFi platform to effectively support clients and provide answers to their inquiries.
Client support representatives have access to the UniFi platform to effectively support clients and provide answers to their inquiries.
