Financial services, 
banking & insurance

digitalisation is necessary if we want to reach our customers, especially in the monetary sector

Everything's about digitalisation

Sustainability. Gen Z. Online administration.
Everything is about digitalization.

Traditional banking is a beloved part of our common past, but without efficient digital solutions, processes, platforms, services, none of the industry players could survive.
This is not a question.

But you must find the best platform to serve your customers and organisation.
The best platform that makes you able to build a future-proof solution for the company, the best platform for your growth, the best platform to evolce..

Liferay DXP increases the competency of banking, wealth management providers and and all the other players of the financial sector, to be at the forefront of the market, and make the user experience of customers, employees and agents smoother.

Self-service
While decreasing the emerging costs, they provide a personalised experience for the customers, where they can easily follow-up their insurances and finances.
New Digital
New and easily extendable functions, which are not only replacing old systems, but taking them to a higher level of efficiency.
Agent
Agent portals help agents and partners to collect and systemize data, in order to have personalised offers, increasing operational efficiency and easier follow-up.
Liferay DXP

Built to Adapt to Your Unique Challenges and Processes

Self-Service Client Portal

Build personalized, connected, omnichannel digital experiences that make it easy for clients to manage their accounts, monitor portfolios, and purchase new services. 
 

Advisor Portal

Enable advisors to build and maintain long-term relationships through superior service with a unified solution that provides a 360-degree view of their clients.
 

Digital Workplace

Create a unified intranet that enables employees to collaborate, share information, and work more efficiently.
 

Integration Platform

Maximize operational margins by unifying legacy systems and digitizing manual and paper processes so relationship managers can focus on higher value tasks.
 

Wealth Management Solutions

Outpace change with solutions for advisors and clients while digitizing critical processes in order to efficiently drive AUM.

Liferay DXP

Place Clients, Advisors, Employees and Agents at the Center of the Experience

  • Serve the Digital Customer
  • Deliver Omnichannel Experiences
  • Empower Employees
  • Equip Agents for Success
  • Remain Competitive
  • Integrate Legacy Systems

Liferay

One platform. Endless Solutions

Expert opinion
10 years as a Leader
“Liferay is the leader you can rely upon.”
Magic Quadrant for Digital Experience Platforms

Are you planning a new digital project?

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