Connected customer and investment operations
Extend your investment platform capabilities
Complement the core investment platform with integrated capabilities for customer administration, onboarding, compliance and operational services.
Platform Extensions
Connect the customer lifecycle
Add the capabilities you need around the core platform for a smoother, more connected customer journey.
Customer management
Manage customer relationships, interactions and servicing with full context across accounts and holdings.
- Unified customer view
- Case management and routing
- Customer life events
- Email and SMS communications
- Event-driven integration
Digital onboarding
Deliver digital onboarding for investment propositions, with key verification and suitability processes integrated with the core platform.
- KYC and screening integrations
- Source-of-funds verification
- Suitability assessment
Transaction monitoring
Monitor transactions in real time and after events to support AML obligations.
- Configurable rules and thresholds
- Real-time alerts and cases
- Audit trail per event
Manage customer relationships, interactions and servicing with full context across accounts and holdings.
- Unified customer view
- Case management and routing
- Customer life events
- Email and SMS communications
- Event-driven integration
Deliver digital onboarding for investment propositions, with key verification and suitability processes integrated with the core platform.
- KYC and screening integrations
- Source-of-funds verification
- Suitability assessment
Monitor transactions in real time and after events to support AML obligations.
- Configurable rules and thresholds
- Real-time alerts and cases
- Audit trail per event
Extend your team with tailored support
Adapt your operating model with services shaped around your specific needs, from custom workflows and reporting to dedicated operational support.
- Custom workflow handling
- Tailored reporting and audit
- Dedicated success engagement
- Configurable scope per client
Platform Benefits
What this delivers
Faster digital onboarding
Integrated KYC and transaction monitoring
Greater visibility across customer interactions
Flexible operational support
See Ohpen in Action
Book a demo
Build the products your customers cannot get elsewhere.
A flexible, proven end-to-end platform and a team that has done it before. Book a personalised walkthrough and see Ohpen handle your product line live.