Deliver a best-in-class front office experience for your investors

A best-in-class front office experience

Delio Core enables you to offer your clients a slick and intuitive digital experience that acts as an extension of your brand thanks to its highly configurable, white-label functionality. Investors can browse for deals based on specific filters or search terms, while media-rich information including video and other digital content drives greater engagement.

The platform also encourages investors to proactively register their interest in deals by enabling them to request more information, submitting questions or organising meetings. At the same time, you will be able to access and analyse real-time analytics of investor behaviour. Understand which deals are generating interest, when investors are active, and prioritise your outreach strategy based on data-led investor sentiment. 

Simple, robust and efficient client onboarding

Client onboarding has long been perceived as a tedious, time consuming but essential process. Delio Core allows you to digitise each step based on your organisation’s specific requirements while saving time for both you and your clients.

Just as importantly, each investor’s profile then acts as a centralised source of information that can be used to deliver highly personalised services that improve engagement and add value to your relationship. 

Target investors based on their profile and preferences

The integrated email building tool allows you to present and distribute investment opportunities in a highly professional and targeted way. Choose from a range of intuitive design templates to distribute high quality communications that can be sent to specific groups of investors based on their interests, regulatory profile and various other data points.

Real-time analytics provide invaluable insights which enable you to tailor your client engagement strategy and target the right investors at the right time.   

Democratise access to your deals

For many financial institutions, scaling their private markets proposition to a global investor base is their number one priority. Your Delio Core platform provides investors with 24/7 access to your latest dealflow, regardless of where they are located. And because they will only be able to view investment opportunities that are appropriate for their regulatory profile and preferences, you will enjoy complete confidence that you’re facilitating access that is fully compliant without tying up your internal resources.   

Improve client engagement and deal uptake

Enjoy a clear overview of which investors are actively engaging with your deals, those that require further action, and those that are not interested in the opportunity. Centralised access to client engagement data ensures that you can take a coordinated approach to commercial conversations and focus your team’s efforts where it will prove most lucrative. 

Position your platform as an extension of your brand

Your Delio Core platform is white-labelled to provide a seamless experience for your investors. Themes, colour palettes and imagery can all be configured to reflect your organisation’s brand and ensure that your clients associate their class-leading digital experience with you at all times.