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who we are working with

01- 04

01
02

01

banks, large & small

Goldie

Bank

Customer

Branch channel

Mobile channel

Other channels

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

channels.

02

neobanks

Goldie

Bank

Customer

Mobile channel

Other channels

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). 

03

FOs & financial advisors

Goldie

FO/FA

Customer

Other channels

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.

04

Other companies & fintechs

Goldie

OC/FT

Customer

Other channels

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.

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