MANAGEMENT COMPANY, ASSET MANAGEMENT ADVISORS, INVESTMENT BANKS
Digitalization of financial activities: choose a versatile and turnkey web platform
MIPISE supports the digital transformation of portfolio management companies, asset management advisors and investment banks through the implementation of a versatile and scalable online platform.
As a leading white-label solution for regulated financial intermediaries (CIF/CIP/IFP/PSI etc.) and Fin-Tech in the crowdfunding and crowdsourcing sectors, MIPISE has developed offers and tools that respond to the many concerns of business directors and managers who are committed to the digital transformation of their operations:
- Automate, industrialize, simplify tasks and processes
- Create new occupational uses
- Adapt to new client profiles
- Reduce the amount of intermediaries
- Reclaim client knowledge for better commercial efficiency
- Collect, manage, secure, trace client and user data
- Dematerialize and manage documents
- Maximize margins without impacting service quality
- Modernize your image
MIPISE is:
- Expertise in terms of auditing and reporting to analyze complex and diverse financial processes
- Expertise in web development and Blockchain technology
The MIPISE solution for financial digitalization is directed at:
- Portfolio Management Companies
- Assets Management Advisors
- Investment Banks
Our solution
A 100% online platform that is both customizable and versatile to meet the occupational specificities of management companies, asset management advisors, and investment banks.
MIPISE has developed in SAAS mode the digitalization solution of financial processes which is organized in 5 major modules:
1. A web portal provided with a CMS for a platform that truly reflects your image
Quickly build an intermediation platform and customize it with the help of tools embedded in the MIPISE white-label solution:
- Homepage configuration
- Creation of content pages through templates
- Management of menus, headings and footers
- Running a Blog, FAQ, discussion forum
- Advanced graphic-deign customization, responsive design
2. A user front-office that simplifies online subscription
Your clients will have their own personal space and can simply operate all actions directly online:
- Subscription and management of profile information
- Qualification and subscription path
- Submission and archiving of digitalized documents
- Electronic signature
- Online payment
- Monitoring dashboard
- Access to emails and consults log
3. A unique back-office for 100% dematerialized management
Manage your platform’s activity and monitor the marketing of your financial products’ offer from the back-office manager:
- Configuration and setup of financial products
- User ranking, and role and permissions attribution (anonymous user, client, administrator, contributor, partners, etc.)
- Simultaneous multi-users publication and validation chain (workflow)
- Customization of subscription questionnaires
- Automated Know Your Client (KYC) processes in optimized security conditions in compliance with regulations
- Management and archiving of dematerialized documents (subscription forms, contracts, investor conventions, etc.)
- Management of business providers and distributors
- Gestion dématérialisée des titres non cotés
- Integrated billing solution
- Audit trail enabling to trace every operation and action
- Automatic email notifications and possibility of manually sending reminders
- Activity management dashboard
4. An integrated payment and account management system
MIPISE solution integrates a payment system and an account architecture that enables to make a third-party procurement payment operation in compliance with regulations: respecting anti money-laundering and anti-fraud laws, KYC management.
5. Connection facilitated by third-party tools
The MIPISE solution natively integrates the connection to third-party tools or services through API, marketing and customer management tools (HUBSPOT, SELSY, MIXPANEL, etc. …) and public blockchains (ETHEREUM, BITCOIN)
OUR METHODOLOGY
Enjoy our expertise in counseling/auditing and the skills of our experienced developers’ team
Our methodology is composed of three steps in order to support you in digitalizing your activities and services:
1
PRE-STUDY
- Review of the environment
- Problem identification
- GO NO GO on feasibility
- Summary documents on the project’s general specifications
- Elaboration of a 30% +/- budget
- First approach on the RUN cost
- Indicative agenda
2
DETAILED SPECIFICATIONS
- 2 to 5 workshops of 3 hours each
- Systematic report
- Detailed specifications document
- Detailed quote
3
IMPLEMENTATION AND PRODUCTION LAUNCH
- Configuration of the solution and of the selected features
- Implementation of potential specific developments
- Graphic customization
- Tests
- Production launch
- Training and skills transfer
