Sales journey
From risk profile to repeat transactions.
Customer profiles and objectives are filled in in the application.
Allocation of ideal and relevant products from your product list.
Short script for effective communication with customers.
Transactions are recorded, returns are monitored in real time.
Buy or sell suggestions when the deviation from the target widens.
Features
Everything RM needs in one app.
Data and insight appear clearly when meeting customers.
Input transactions, results are visible in real time.
Weekly market review from Infovesta Kapital Advisori.
Performance, risks, top holdings, fund fact sheet and prospectus.
SAA, home plans, investments, retirement, education, bond returns, portfolio optimization.
Top 5 fund performance and product recommendations.
For wealth management and insurance
Be consistent in every recommendation
Each RM's recommendations come from the same methodology, so they have the same basis and footprint. For insurance agents, OFORU also recommends a unit-linked portfolio (PAYDI) according to the customer's risk profile.
- Increase customer confidence in the products offered
- Encourage transactions via rebalancing alerts
- Consolidated product information, without opening multiple sources
- Data on mutual funds, bonds and unit links from Infovesta
In the demo
Which you will see with your example data
Example customer risk profile and objectives.
Optimize the allocation of the products you market.
Product recommendations, ideal allocation, sales script.
Portfolio monitoring and rebalancing alerts.
Security and implementation
Controls you can demonstrate to auditors
- ISO/IEC 27001:2022, periodically audited
- Access rights per role: RM, supervisor, compliance, head office
- Track profiles, recommendations and transactions for auditing
- The bank's product list and risk profile are configured, not imposed
Launch: pilot multiple branches → training per role → gradual rollout; training materials on Qonnectiq.
Practical question
What is usually asked before a demo.
Are recommendations only from the products we sell?
Yes. OFORU recommends from your bank's list of approved products; ideal allocations are calculated per risk profile, then mapped to available products.
Can an insurance agent use it?
Can. For insurance agents, OFORU recommends a unit-linked portfolio (PAYDI) according to the customer's risk profile; Customized product and role lists.
Where does the product data come from?
Data on mutual funds, bonds and unit links from Infovesta, updated every working day; fund fact sheet and prospectus are available in the app.
Is there a mobile version?
There is. OFORU is available on the web, App Store and Google Play, so RMs can use it when meeting customers.
Next step
View the RM flow with your bank's products and risk profile.
30–60 minute demo, online or at your office. We will contact you within 1 working day. No commitment.