Attract Digital Investors To Your Investment Fund

Create an independent and modern IFC sales platform and ensure a consistent digital user experience that will give you a competitive edge.

Discover Our Digitization Offer For Investment Funds
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Trusted by:

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Level Up What You Offer Through a Digital Sales Platform For Investment Funds

Providing clients with modern tools that meet market standards is the bare minimum needed to attract them to your offering. In the context of the growing demand for innovative digital solutions, asset management companies must focus on flexibility, security, and a personalized approach to meet investors' expectations and maintain competitiveness in a dynamic market environment.

Thanks to our sales platforms, tailored to the specifics of investment funds, you'll gain a direct sales channel and retain 100% of the profits within your organization. Direct contact with investors and insights into their preferences will allow you to create products that are better suited to investors' needs and develop more effective sales strategies.

Do delays in digitization slow down the development of your fund?

How to become independent of distributors and increase your profit margins?

An in-house sales platform allows you to take control of investor relations and retain the full profit margin, eliminating high commissions for intermediaries.

Does your UIT still rely on banking distribution channels?

How to reach younger investors and increase sales?

This modern online portal, tailored to digital customers’ needs, facilitates fast and convenient investing, increasing conversion and involvement of users.

Does your platform meet the expectations of Generation Y and Z?

How to stand out from the competition?

A custom-designed portal tailored to the IFC's strategy and offerings allows you to provide a better investment experience than standard solutions offered by Transfer Agents.

Does your UIT use solutions that give you a competitive edge?

How to increase your profitability?

The direct distribution channel eliminates intermediary fees, allowing the platform to increase profit margins and achieve a return on investment in the first year of operation.

Does your UIT lose profits due to high commission fees?

How to overcome technological limitations and reduce implementation time?

Ready-to-integrate digital solutions eliminate the problems caused by Transfer Agents' long response time and long implementation cycle.

Is your UIT ready for modernization without technological barriers?

How to ensure regulatory compliance and data security?

A platform that meets the requirements of the Polish Financial Supervision (KNF), GDPR, DORA, and WCAG allows you to operate in compliance with applicable regulations, minimizing the risk of penalties and legal problems.

Do your solutions comply with current regulations?

How to implement a platform without an extensive IT team?

Expert support, from analysis to implementation and training, enables the project to be implemented with minimal internal resources.

Is a shortage of IT professionals holding back the growth of your IFC?

Let’s see how we will respond to these needs

We will create a modern self-service portal that supports the digital transformation of your IFC and enables direct sales of investment products.

We will create a portal that will increase users’ involvement and facilitate building long-term relationships with investors.

We will implement functions supporting cross-selling and up-selling to help you increase the value of your customer portfolio.

We will facilitate a clear presentation of the offer to support the investor’s decision-making process and increase the conversion rate.

We will ensure intuitive self-service and 24/7 access to services, reducing operational costs and relieving the customer service team.

We will conduct a workshop for your team so that they can take full advantage of the portal capabilities and manage content on their own.

We will ensure that the platform is fully compliant with the regulations of the Polish Financial Supervision (KNF), GDPR, DORA, and WCAG, eliminating the risk of non-compliance.

We will minimize technical debt, facilitating easy integration with the Transfer Agent and other systems.

We will guarantee a high level of data security and system stability, adapted to the financial industry requirements.

Our clients’ testimonies

  • The work we did together with e-point and the entire implementation process was most impressive. Our partner was exceedingly flexible and responsive to the ever-changing expectations and regulations, which is extremely important in this industry.

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    • Request a similar solution

Who are we?

E-point designs, implementing and developing digital platforms suitable for regulated markets, providing comprehensive implementation services and business consultancy, and ensuring compliance with the relevant standards and laws.

Longstanding collaboration with stock transfer agents and specialized industry knowledge allow us to complete projects in a timely, financially sound manner. The vast majority of our projects for investment funds and the financial sector are custom-made, tailored to our valued clients’ particular needs. 

25

years of market experience

200

experts


 

4

investment fund implementations

Discover our digitalization offer for investment funds

Discuss your needs with one of our experts

Piotr Różycki

Account Director

phone +48 600 054 353

prozycki@e-point.pl

Schedule a free consultation