The private market offerings of many financial institutions are often underpinned by highly manual, inefficient and disconnected processes. This often means that they struggle to distribute investments effectively to their clients and can’t generate meaningful management information, while also delivering a below-par investment experience for their clients.
The Delio Core platform solves all of these operational challenges. It digitises the entire private investment lifecycle, with origination, distribution, transaction management and reporting being integrated seamlessly into one continuous workflow. At the same time, real-time insights and sophisticated investor profiling tools ensure that clients only receive access to opportunities that meet their personal interests or regulatory preferences. Your white-labelled platform also enables highly configurable institution to institution opportunity sharing, enabling you to scale your distribution to a global audience quickly, efficiently and compliantly.
Say goodbye to slow, manual processes that frustrate you and your clients. Say hello to digitally automated workflows that deliver real insights and a highly personalised investor experience.
We combine digital tools and industry expertise to create holistic private markets solutions.
Target the right investors, with the right deals, at the right time. Delio Core’s integrated communications tools enable you to proactively promote private investment opportunities more effectively with your investors based on their interests, risk appetite and regulatory profile.
Focus your efforts on the clients that are actively engaging with your deals. Track how investors are engaging with deals through clear dashboard reporting and real-time analytics to ignite commercial conversations at the right time.
Key management information can be generated from your platform in an instant. Insights on overall platform use, investor behaviour and deal engagement are easily accessible and can be presented graphically or as raw data for export and analysis in other applications. The information you need to help guide client conversations and identify potential commercial opportunities has never been more readily available.
Delio Core enables you to digitally document each step taken with a client and schedule required actions so that everyone at your organisation has a holistic and transparent view of the relationship. A fully audited timeline of conversations and actions reduces the potential for duplication of effort and miscommunication, while presenting a slick and joined up client experience.
Present investment opportunities through your own intuitive, white-labelled private markets hub. Investors have the flexibility to explore deals at their convenience through rich digital media, engage with the investment team, and progress through the transaction management process step-by-step.
The platform is built specifically for our needs – it’s designed for engaging an audience with deals and that’s hugely important for us.
Need support with your private markets offering? Challenge us to find a solution
Book a demo today to find out why many of the world’s most respected financial institutions, including the likes of Barclays, SMTB and Coutts, put their trust in us.