Wealth Management

Privakey solves the identity challenges of investment management and introduces a new way to securely interact with your clients.  Backed by public key cryptography and  biometrics,  our solution extends what’s possible to deliver in your investment app and improves some of the most frustrating client experiences today.

Wealth Management

Privakey solves the identity challenges of investment management and introduces a new way to securely interact with your clients.  Backed by public key cryptography and  biometrics,  our solution extends what’s possible to deliver in your investment app and improves some of the most frustrating client experiences today.

It's Time to Go Digital

Everyone loves the convenience of using mobile apps, especially investment apps that deliver convenient access to portfolio details and transactions.  But many wealth management activities remain frustrating to clients, especially those requiring strong identity assurance. Privakey enables clients to use their investment app to complete many frustrating processes in a secure and easier way.

Client Identification

No one likes being interrogated over the phone, but it’s critical for advisors to know whom they’re speaking with.  Improving client identification over the phone would be a big win for clients and their customer satisfaction.
Wealth management apps can be used to prompt clients to verify their identities while on an active call with their advisors. A simple push notification is sent to the user and with a simple tap of a fingerprint or facial scan the client’s identity is verified without hassle.

Transaction Approvals

It’s 2018 and customers may still be required to be physically present or have to call in to confirm many transactions. A serious digital upgrade is needed to bring money movement into the 21st century.
Offer customers a new way to digitally approve processes like wire transfers and trades with the backing of multi-factor authentication. Clients receive a notification through their app with transaction details, and can decide to securely confirm or decline the transaction.

Client Documents

Clients frequently need to provide their consent to account changes or confirm receipt of regulatory documents with paper documents—wasting time and money for everyone.  There has to be a better way.
Enable clients to conveniently complete forms or acknowledge receipt like this example, right in your app. A push notification can securely send actionable forms to users’ devices, where they can fill them out and provide their consent easily, with a biometric.

Improve your client experience today.