Proactive private and wealth banks take advantage of the upcoming MiFID II regulation to transform the client interaction in the client acquisition phase from random discussions into a structured, guided client intake.

Relationship managers do not need to worry about out-of-profile investment proposals. Based on the centrally stored client's risk profile, only investments suitable and appropriate for the client risk profile are available during the client session.

Client-centric

MiFID has often been synonymous with tedious forms and questionnaires. The d!nk client intake app transforms the information gathering into a discussion about the personal ambitions, investment preferences and financial knowledge. Think of a stories instead of survey questions.

Instant risk profile

Based on algorithms taking into account suitability and appropriateness, the intake application will on-the-spot provide a risk profile and investment options.

Single client profile

The d!nk client intake app exchanges the client profile with the central, secured repository. The d!nk solution is pre-integrated with major CRM providers and KYC service providers, or can be integrated with in-house client information systems. The d!nk application optionally includes a secure client profile repository.  

Mifid compatible client intake