Medallion

Selling Agency and Wealth Management

Medallion Sales is a front to back selling agency and wealth management solution.

Transactional. Advisory. Self-service. All in one place.

Powerful order management engine to handle your client transactions and purpose-built to handle high volume digital transactions.

Organize your sales team structure, assign commission scheme and track their KPI. Including WAPERD assignment and allocations.

Open Banking API adoption allows your organization to fully embrace fintech collaborations, offer wealth products through existing digital channels and be fully compliant with Bank Indonesia (BI-S4, BI reporting) and KSEI (S-INVEST, ARIA, C-BEST).

Enable your relationship managers with digital tools providing valuable insights into your client investment portfolio, so you can build long-term relationships. It’s the perfect blend of a personalization and digital experience.

WealthRM

Mobile Application for Relationship Manager (RM)
An easy-to-use mobility tool for RM to access real-time data such as customer's contacts, customer's portfolio, news, product performance & comparisons, and transactions (buy, sell, switch). To protect customer's security and confidentiality, the application also has the functions such as OTP, photo, and geotagging.

Wealth Direct

Direct customer onboarding, KYC and risk profiling through easy-to-use mobile application. Provide your customers direct control of their investment portfolio, historical transactions and access to the latest wealth products.