Using the latest, proven and secure internet technology, we have created a dashboard that makes it easy for customers to keep track of their financial affairs and overall net worth position.

With my2ic, financial institutions can provide much more targeted customer service and gain benefits such as:

• Lowering the costs of delivering proactive service
• Reducing the costs of product development and distribution
• Providing a channel to 'lock-in' customers for full-spectrum services

What's more, my2ic delivers these capabilities in a multi-channel fashion than enables customers, call centers, relationship managers, channel managers and product managers to operate as a single team.

Financial summary

my2ic presents up-to-date values of all assets and liabilities as:

• Individual assets
• Asset classes
• A statement of total net worth

The easy to read format can show bank accounts, property values, shares, mutual funds, insurance and other major assets at current market value, plus liabilities such as mortgages, loans, credit cards, store cards and hire purchase agreements.

As the customer's position changes, values are automatically calculated and updated thanks to my2ic's ability to continuously aggregate data from a range of online sources.

Aggregation

With my2ic, aggregation becomes a reality. Customers can get a single view of their financial position. This means that account data which usually resides in a whole range of websites and in your organisation's internal system can be pulled together and viewed on one web page, using one secure entry point.

Alerts and news

The Alert function empowers customers with the information they need to make timely investment decisions. This can be as simple as monitoring the expiry date of an insurance policy or as complex as managing the percentage balance of an investment portfolio between different asset classes.

The organisation is also empowered by this function because the alerts highlight a hot prospect need, enabling the organisation to offer the right product or service solution at the right time.

The best part is that alerts can be delivered to them over the web, by email or by SMS message so customers will never miss an opportunity, no matter where they are.

Delegated authority

With my2ic customers can allow third parties to have varying levels of authority and access to their financial data, for a set period.

When a customer gives a third party access in this way, the third party can only view information. my2ic does not provide access to online banking or transaction services.

No matter how this feature is used, it is the customer who maintains control over who has access and for how long.

Who is using our software?

Companies using our Financial DataHub framework include:

• E.L. & C. Baillieu Stockbroking
• Wilson Investment Group
• Spicers Paper (Pacesetter Rewards)

Who do we contact?

Call Jeff Lim on (03) 9684 0288 or send an Email.