CAS Omni-Channel Collaboration

Applications continue to secure larger share of customer expenditure. E-Trading App expenditure is set to increase from $1.5bn to $2.1bn by 2028. Most reports suggest Wealth app expenditure will continue to grow in double digit over the next 5 years. According to McKenzie the fastest growth segment of wealth is hybrid, where the customer has smart digital first apps and a financial advisor.

Today..
E-Trading and Wealth Product Owners are constantly seeking to deepen client engagements in their applications

But..
At the point of complexity, the buyside pivots 90 degree and leaves application to make DDI or Private Wire Phone Call.

We are exploring Microsoft ACS API to challenge this thinking, we’re seeking to allow product owners to allow voice, video, screen sharing to seamlessly embedded into client facing apps.

For E-Trading App owners could allow a customer to click in the app, the DDI or Private Wire Call is delivered onto the Traders turret. Critically

• All voice calls require no changes to Trader Voice and Voice Recording infra
• The customer/trader can elect to elevate the call to a video or screen sharing experience

For Wealth App owners we could allow a customer to click in the wealth app, the DDI call is delivered any web browser app such as the Financial Advisors CRM app. Critically

• All voice calls require no changes to Financial Advisors Teams Devices and or Voice Recording infra
• The customer/financial advisor can elect to elevate the call to a video or screen sharing experience

If you’re seeking to embrace omni-channel capabilities in your client facing apps, then please reach and we can share a discussion paper on re-imaging the E-Trading workflow.