Solution: Retail Banks

Features

Why Retail Banks choose Privé

Powerful, self-serve product and growth analytics to help you convert, engage, and retain more users. Trusted by over 4,000 startups.

RM Essential Toolkit. In One Place. In Real Time.

Whether you have a team of 2 or 200, our shared team inboxes keep everyone on the same page and in the loop.

Mass Personalization. Zero Trade-offs.

An all-in-one customer service platform that helps you balance everything your customers need to be happy.

Faster Onboarding. Smarter Profiling.

Automate KYC, AML, and risk intake with our digital onboarding tools. Cut Onboarding time with investor profiles that feed directly into proposal generation, portfolio construction, and suitability checks.

Built-In Compliance. Auditable by Default.

Real-time regulatory checks are embedded across the full advisory and execution process. Our system logs every step for a complete audit trail across all channels and jurisdictions.

End-to-End Efficiency. Fewer Manual Steps.

Reduce processing time and increase output with intelligent automation. From proposal to execution, the platform replaces fragmented processes with a seamless, data-driven journey.

Track Progress. Achieve Client Goals.

Use AI-generated nudges, performance dashboards, and goal tracking to keep clients engaged. Our tools support advisors with timely insights, tailored content, and calculated next steps.

Support

Retail Bank's Solution Suite

Privé's tools are flexible, scalable, and built for peak performance.
Our solutions are curated just for Retail Banks:

Advisory Platform

Transform client interactions with a comprehensive advisory journey designed to provide tailored insights and optimize investment strategies.

Risk Profiling & Preferences Intake (Privé Flex)
A.I. Portfolio Comparison & Construction (PrivéAI-go®)
Digital Proposal Generation
Portfolio Proposal Engine
Optional add-on functionality: Order Management, Client Reporting

Onboarding & Client Profiling

Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.

Portfolio Execution

We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.

Goal-Based Planning

At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.

Reporting & Oversight

Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.

Success Story

UOB's Smart Portfolio Advisory Tools

Privé Technologies powers UOB’s Portfolio Advisory Platform, a digital solution featuring portfolio tracking, insights, and exploration. The tools help clients monitor and optimize their investments and enable advisors to deliver personalized, transparent wealth management within UOB’s internal policies and client suitability requirements.

RM Sales Dashboard

Why Retail Banks choose Privé