Secure and Efficient Solutions for Your Clients, Advisors, and Employees
Proven solutions for retail and commercial banking, wealth management, and credit unions to build personalized experiences, offer effective self-service, streamline processes, and integrate legacy tech.
Source New Revenue Streams, Reduce Risks, and Ensure Smooth Operations
Create Secure and Compliant Experiences
Gain the trust and loyalty of your customers with enterprise-level security that keeps their data safe at all times.
Identity Management
Implement robust identity management using Multi-Factor Authentication and Single-Sign-On solutions such as SAML, OpenId Connect, Kerberos, and more.
Cyber Shield
Guard your portals from cyber threats like CSRF, Local File Inclusion, and vulnerabilities such as Path Traversal and Content Sniffing.
Certification Compliance
Prove data security commitment through ISO, CSA, and SOC2 compliance, building trust with clients and partners via rigorous verification.
Personalize Self-Service for More Convenience and Reduced Cost
Offer self-service tools that make life easier for your clients, advisors, and employees and reduce your organization's cost-to-serve.
Self-Manage Tasks
Let users self-manage key tasks such as opening accounts, transferring funds, managing recurring payments, or requesting loans.
Personalized Search
Provide personalized search results and content and offer faster access to support information with knowledge bases and powerful search capabilities.
Tailored Recommendations
Recommend relevant products and support advisors' cross-selling initiatives using client segmentation, analytics, and multivariate testing.
Omnichannel Experiences
Compose engaging omnichannel experiences by distributing content from a single source and connecting your clients’ preferred channels – mobile apps, chatbots, or kiosks.
Integrate Existing Systems for a Unified Experience
Connect legacy tech and tools to orchestrate a unified experience layer across physical and digital channels.
Unify Touchpoints
Orchestrate all customer touchpoints across all channels to create a single experience layer.
OpenAPI Flexibility
Speed up development and expedite progress by using OpenAPI Specification to improve collaboration, productivity, and security.
System Integration
Unite third-party software and legacy systems with web services and messaging services for more productivity.
Tech Continuity
Make the most of you tech investments and continue to utilize valuable historical data and processes.
Streamline Processes with Automation
Increase operational efficiency, reduce manual errors, free up staff resources, and improve the customer experience.
Process Automation
Automate and simplify processes like billing and payments, loan application processing, account management, document sharing, and transaction processing.
Efficient Onboarding
Speed up common onboarding actions like the submission of KYC-related documents.
Personalized Recommendations
Provide personalized investment recommendations by automating the analysis of market trends, customer preferences, and risk factors.
Data Integration
Integrate data from various sources to verify identities, perform background checks, and generate necessary documentation.
Fraud Detection
Detect and prevent fraud with advanced algorithms that scrutinize transactions for suspicious activities in real-time.
Low Code
Go to market faster using low-code tools to launch new applications, streamline workflows, and build new pages without developer support.
Liferay DXP + IBM Cloud for Financial Services™
Customers in financial services want best-in-class experiences that help them get things done faster, bolstered by more security and better personalization. Liferay DXP and IBM Cloud for Financial Services are both built to meet the rigorous industry demands for security and compliance.