who we are working with
banks, large & small
Most of our bank customers
make use of a multichannel
approach to offer a range of
interaction modes and products
to each customer segment.
The Goldie platform provides
various integration patterns for
the most commonly used
Neobanks often apply integrated channels by using their apps to orchestrate human/digital interactions and differentiate their customer experience.
The Goldie platform could be integrated directly via the bank app or Goldie acts as an external service provider (redirected business).
FOs & financial advisors
Family offices and financial advisors usually pursue a monochannel approach, since a one customized platform / application is usually sufficient to account for a single or a small number of customers.
Integration patterns vary from simple automated order routing to a full integration into our client's platform.
Other companies & fintechs
Whatever channels are built around your customer, Goldie can be integrated where it generates the greatest value.
Common use cases are intelligent platforms that connect processes and data across channels to create a tailored customer experience or specific units in a corporate environment (e.g. treasury department) that are interested in managing real assets.