Only a few years ago, many financial institutions weren’t equipped to service the needs of their clients with an interest in private markets. However, with the evolution of private markets and the changing attitudes of today’s wealthy investors, financial institutions who cannot offer their clients access to private markets run the risk of being left behind. The challenge of how to strengthen investor relationships has never been as important as it is today.
However, the way in which clients want to access data, explore deals and engage with their advisers is changing. Potential investors expect to have 24/7 access to information at the tips of their fingers, which means that a digital solution is no longer a ‘nice to have’ – it’s a core part of your private markets proposition.
Delio’s cutting-edge, white labelled technology enables financial institutions to create compelling private investment propositions for their clients that also strengthen investor relationships. This means that they can add value to their client relationships, offer a wider range of investment services and get ahead of the growing demand for private market propositions.
Our private markets platform includes a range of integrated tools that support effective and proactive investor engagement. Professional communications templates enable you to promote deals directly to your clients’ inboxes, while real-time analytics show you who is engaging with them. Meanwhile, investors can access information and documentation at the click of a button, helping to reduce deal friction.
Delio's technology is used by financial institutions worldwide to showcase their private market offerings.
Utilise Delio’s award-winning technology to create a professional, elegant and fully branded digital hub that private investors will want to use over and over again.
Intuitive tools enable you to distribute professional quality marketing communications, while sophisticated filtering options ensure that your message finds the right audience. Meanwhile, real-time analytics highlight which clients are engaging with which deals so that you can ignite highly targeted commercial conversations.
Clear and intuitive dashboards enable you to quickly understand how your clients are interacting with private markets. Portfolio performance can be shared directly with clients to spark conversations, add value and inform future commercial decisions.
Having a product that is holistic helps us manage our deal flow, while also providing better value to our clients who can now more intuitively access deals. We're now able to seamlessly match our products offering and service offering with Delio's rich functionality.
Delio's experienced team can help to build, enhance or scale the way you present private markets to your clients.