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Solutions for retail banks Solutions for retail banks

Accelerate your digital transformation and stay ahead.

Solutions for retail banks

Digitalisation is critical for retail banks that want to stay ahead of the competition and respond to newer fintech and challenger entrants.

Savings accounts are becoming less and less profitable as the cost of regulatory capital increases, central bank policy rates decrease and the yield curve flattens further. A possible way to increase profitability and reduce required capital is to move savings into higher margin, off balance sheet investment assets.

Banks are still managing heavy cost structures while an increased regulatory burden and shrinking margins are consuming internal resources. As such, digital solutions have been largely focused on cost control initiatives across sales and operations channels – rather than attracting new clients and stemming the outflow of do-it-yourself investors.

Our suite of InvestTech solutions changes this. They help banks deliver low-cost, white-label digital services to their clients without the need for big investments in proprietary solutions.


StoryTeller helps investment managers explain investment performance to end investors in a fully personalised way, using relatable, understandable language.

It analyses the drivers of investment performance thanks to state-of-the-art performance attribution and news aggregation algorithms. Results are presented in an intuitive, hyper-personalised and automatically generated report. It is a great way to educate and engage your end investors.

Robo Advisor

Robo Advisor is a white-label robo advisor that lets you win the mass investor. It is a turn-key solution that gets you to market in a fraction of the time and at a fraction of the cost of an in-house build.

Self Investor

Self Investor is an intuitive and easy-to-use digital trading platform that enables retail banks to address client retention and attract new clients.

It enables both first-time and more experienced investors to gather sufficient information and guidance to be able to manage their investment portfolio themselves.

Insight APIs

Retail banks can enhance their customers’ investing experience by accessing, embedding and surfacing our dedicated suite of unique API-powered insights.

Would you like to know what our suite of B2B InvestTech solutions can do for you and your customers?

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At InvestSuite, we help financial institutions accelerate their digital wealth transformation journey and launch the most engaging investing experiences for their customers.

With our suite of white-label InvestTech solutions, we help our clients extend their product range in an agile, fast and cost-effective way so that they can stay ahead of the curve and thrive in this increasingly digital world.

InvestSuite is a place where bankers, creative designers, imagineers, computer and behavioural scientist work together to create user experiences that open up new markets and drive commercial success for our clients.

We're looking forward to meeting you.