"As soon as they log into their workspace, they can manage their entire client-member reference and associated product portfolio in real time, allowing for a much more
optimized experience and
William Longmene Kue
Product manager and solutions architect at Desjardins Group
Place Clients, Advisors, and Employees at the Center of the Experience
Financial services organizations gain a competitive advantage when they place customers, advisors, and employers at the center of the experience. They depend on Liferay’s solutions and expertise to accelerate the creation of these digital experiences.
Serve the Digital Customer
Quickly create the streamlined and connected experiences modern clients want. Expedite the creation and customization of client portal solutions by leveraging pre-built capabilities and years of expertise with our Global Services team.
Deliver Omnichannel Experiences
Cut through the noise with engaging end-to-end digital experiences for both clients and advisors. Easily connect every interaction across the entire user journey with multichannel support and headless capabilities.
Give employees the tools needed to serve customers effectively. Digital workplaces built on Liferay DXP enable teams to collaborate and perform their jobs effectively, increasing employee engagement, and satisfaction.
Equip Agents for Success
Deliver intuitive experiences that increase wealth manager and financial advisor productivity and satisfaction. Jumpstart the creation of an advisor portal by tailoring pre-built capabilities to your needs with our experienced Global Services and Partner network.
Stay ahead of changing risks and an evolving market with a flexible platform built to adapt for change. OpenAPI compliance and a wide range of development tools help accelerate future innovations and changing business models.
Integrate Legacy Systems
Overcome integration difficulties with a platform unparalleled for its interoperability and flexibility. Unite existing core financial services systems and technology to work alongside emerging FinTech and future innovation.
Liferay Powers Over 160 Financial Services Institutions