Formed by former leaders in the wealth management technology space in 2010, Globacom was founded with an aim to address such expectations by creating a digital client engagement platform with a scalable, flexible, configurable, and white-labeled solution that helps wealth managers meet their investors’ needs. At the core, the company is driven by the idea to prepare wealth management institutions for the age of digital transformation and disruption. The CEO of Globacom, Vijay Kartha states, “We are bringing in specialized expertise in the investment management, regulatory space, where intuitive client-facing technology solutions are critical to business success.” The company’s flagship solution, Investrack Suite is a modular end-to-end client engagement tool designed to onboard, engage, grow and retain wealth management clients and introduce money-saving efficiencies. The platform’s open architecture allows financial institutions to integrate with legacy or any back-end or cloud systems to integrate their clients’ data wherever it may be, helping them to create offer meaningful services and thus enjoy a closer relationship with their clients.
One example of how our integrator can help financial services institutions improve their client engagement is through mobility. Rolling out a single user interface to their clients, irrespective of the bank’s products, such as savings, current, deposit, investment accounts, and credit cards, etc., can pose a major challenge in this strategy as firms can have information stored in multiple back-office systems and thus require a product to extract and seamlessly integrate all of those information. With Investrack ReachOut+, we are able to integrate all their clients’ systems and applications in a highly secured manner allowing access to all their accounts in real time by logging in just once, be it savings or current account, investment account, or credit card. Thereby our clients can deliver a smart customer engagement platform—a requirement of the new generation of investors and customers.
In terms of future enhancements, Globacom Technologies is looking towards refining and improving their products by leveraging the quick evolution of information technology. The future go-to-market plans for the firm is to expand its client base in the APAC, and Sub-Saharan Africa, to add to their strong client base in EMEA.