HARNESS THE POWER OF ROBO-ADVICE TO CREATE PROFITABLE CUSTOMER RELATIONSHIPS
Rubik's advanced algorithms & optimisation engines offer the industry's broadest suite of robo-advice, scaled and comprehensive digital advice solutions. The result is an increase in customer acquisition and retention, and a reduction in the cost of doing business.
As part of your full-service product offering, robo-advice technology can help introduce customers to your higher value services.
SMART, INTUITIVE TOOLS MAKE YOU THE EXPERT
Our mortgage and wealth technology is intuitive. Using the software, advisers can recommend the best solution for each customer based on intelligent analytics. And because it's so easy to use, less training is required to get financial planners and mortgage brokers up and running.
TAILORED SYSTEMS TO SUIT YOUR ORGANISATION
With Rubik, you're not getting a generic, off the shelf product. Drawing on reliable platforms such as Provisio, Coin, eLodge, we tailor solutions to suit your organisation's needs.
The financial services industry is plagued by regulatory uncertainty. Security is paramount for customers and institutions in every financial transaction. With complex transactions, there is an increased risk of compliance breaches. Even manual processes are exposed to human error and are difficult to track.
Rubik's leading fintech solutions help Financial Services institutions manage the significant challenges imposed by the industry's regulatory environment. Through active monitoring and reporting of compliance risks in a centralised, systemised solution, your risk is significantly reduced.