Financial institutions often struggle to aggregate multiple product providers into a single digital hub. This stifles operational efficiency and ultimately results in a sub-standard experience for your clients. Delio Core has been engineered to solve this challenge directly by becoming the digital infrastructure that underpins private markets activity across your organisation.
The Delio platform acts as the digital front end of your private markets offering and enables large and complex institutions to seamlessly connect both cross-functional teams and external third-party service providers. It facilitates more efficient collaboration and a real-time, holistic view of your operational processes. This enables multiple teams and divisions from across your organisation to access ‘one true view’ of your dealflow and clients, while mitigating the risk of siloed data, operational bottlenecks, and poor client service.
We combine digital tools and industry expertise to create holistic private markets solutions.
Delio Core aggregates investment opportunities, investor and partner information in a centralised digital hub to generate a holistic, transparent view of all related activity. Highly configurable permissions management ensures that data is only shared with the people that need access, while driving significant improvements to operational efficiency and cross-team collaboration.
Your private markets operation is likely to involve several divisions of your organisation. Delio Core acts as the data engine that powers information sharing across your business, helping teams to collaborate more effectively and deliver a ‘joined up’ offering to your clients.
Your white-labelled Delio platform delivers the elegant and seamless digital investor experience that your clients expect. Aggregate information and investment opportunities from multiple sources and present it as part of a cohesive, organisation-wide investor offering.
Managing multiple propositions and deal providers can create significant regulatory headaches. Delio Core aggregates this information into automated workflows that are designed to your exact specification. This strengthen your governance, improves operational consistency, and mitigates against the risk of non-compliance.
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.