Bankinter is boosting its digital investment fund offering with more advanced, interactive and customer-oriented management tools
The new suite of tools implemented by the Bank improves usability, clarity of information and analytical capabilities, enabling customers to make more informed investment decisions with greater autonomy.
This development helps consolidate business growth and strengthen relationships with current and prospective customers.
The new functionalities are structured around three pillars that enhance customers' management capabilities: More visual and informative navigable fund sheets, a more powerful and personalised search engine and a more detailed fund comparison tool.
Summary generated with artificial intelligence:
Bankinter has taken a decisive step forward in enhancing its customers’ digital experience with the launch of a completely revamped digital ecosystem of investment fund tools, which redefines the way clients analyse, compare and manage these products via the Bank’s online channels.
Bankinter has launched a new digital ecosystem of investment fund tools across its online channels, aimed at improving the customer experience and placing customers at the heart of the investment process, offering a more visual, intuitive and integrated environment that facilitates the analysis, comparison and management of their funds.
Bankinter has taken a decisive step forward in enhancing its customers’ digital experience with the launch of a completely revamped digital ecosystem of investment fund tools, which redefines the way clients analyse, compare and manage these products via the Bank’s online channels.
This new set of tools has been designed with one clear objective: to place the customer at the centre of the investment experience, offering greater clarity, autonomy and decision-making capacity through a more visual, interactive environment in line with current digital usability standards.
The revamp represents a substantial improvement in the structure of the information, a design more consistent with the Bank’s other digital environments and full integration between the different tools, resulting in smoother, more intuitive and more efficient navigation.
The new ecosystem is structured around three key pillars: the Fund Sheets, the Fund Search Tool, and the Fund Comparison Tool – three tools that have been thoroughly redesigned to offer a more comprehensive experience, tailored to the current needs of investors.
In this context, the new Interactive Fund Sheets have evolved into a more accessible, educational and visual format, allowing users to consult information about each fund in an organised and comprehensible manner. Using tabbed navigation and interactive charts, users can efficiently access key product data and better understand product performance, thus facilitating analysis and decision-making. The new Fund Sheets will also be available for Pension Funds, EPSVs and ETFs.
Meanwhile, the Fund Search Tool has become a much more powerful resource for customers to explore and select funds. It includes advanced filters and personalisation options that allow for refining searches and adapting results to user preferences. It also incorporates a “shopping cart” approach, which allows the customer to select the fund or funds they wish to subscribe to, simplifying the subscription process for all of them in a much more efficient way.
Finally, the Fund Comparison Tool has emerged as a standout tool in this space. With a revamped, more visual and intuitive design, it allows users to compare a greater number of funds and access more detailed and consistent information, facilitating the analysis of various investment options.
One of the key aspects of this new approach is the integration of these three tools, which allows the user to move naturally between searching, analysing and comparing funds, creating a unified and coherent digital experience that increases decision-making efficiency.
With this initiative, Bankinter reinforces its strategic commitment to innovation and digitalisation in asset management, a business that continues to gain importance within its growth model. Improving the customer experience, the quality of information and the development of advanced tools are fundamental drivers for consolidating the growth of this business, strengthen relationships with customers and offering them greater added value in their investment decisions.
Image created with AI.
Image created with AI.