Arius enables wealth management firms to attract new customers, increase efficiency, and reduce cost by creating a superior personalized account opening experience.
Founded in 1999, Arius has built upon its experience in custom front and back office financial service solutions to design its Open AdvantageÔ account opening and Customer Value – more... Analysis (CVA) solution. Arius' enterprise class software architecture reduces the cost, complexity and time for integration and deployment by transforming application design models (UML) into robust, scalable and secure solutions.
Open AdvantageÔ oversees the account opening process across the entire business, producing a single personalized agreement that requires one signature, while embracing recent compliance and privacy expectations.
In contrast to electronic forms, which tend to "mechanize" paper-based processes, opening an account with Open AdvantageÔ is a fluid experience. Open AdvantageÔ creates an optimal questionnaire on-the-fly which:
Pre-fills data the firm already knows about the customer,
Eliminates redundant and inapplicable questions,
Supports permission-based use of CIF to up-sell and cross-sell, and
Distills several separate account agreements into a single personalized document.
Arius' Customer Value Analysis (CVA) solution delivers one holistic web-based view of customer data to enable better strategic decisions. Often pieces of customer data are "disconnected" from each other and may further be inaccessible due to access restrictions "protecting" the integrity of the data.
To bring data together while ensuring its accuracy and "usefulness", Arius offers its CVA solution.
CVA integrates data from disparate feeds, normalizes it, and distributes the customer agents or advisors closest to customers and have the awareness and motivation needed to supplement it with customer life stage or relationship information. With this enhanced repository of customer information, CVA provides comprehensive analytical data related to life-time value, wallet size and profitability. – less – More from ZoomInfo »
Arius Software Corporation Employer Reviews
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