Intra-firm collaboration for sourcing and distribution of product helps unlock new customer channels. Delio Vaults can support B2B2C models by providing a connected white-label infrastructure that helps make distribution more efficient, whilst enabling your partners to maintain their own client experience and relationships in line with their requirements.
Delio’s platform is the technological base from which we will build our ecosystem. Delio’s experience in private markets distribution also helps us to navigate the complexities of regulation, enabling us to focus on nurturing our client relationships and offering disruptive and diverse investment opportunities.
Hub and Spoke allows a central platform to control onward B2B2C distribution across a network, dictating rules for sharing products within the multi-platform ecosystem.
A Private Vault establishes a centralised repository that enables participants to receive and share curated investment opportunities from other platforms within the ecosystem.
Let’s talk ecosystems and how Delio Vaults could work for your private markets proposition.
Book a demo today to find out why many of the world’s most respected financial institutions choose Delio to help them do more for their clients in private markets.