Large financial institutions use the Delio platform to:
Digitise and improve efficiency of internal processes, thereby reducing time spent on paperwork and increasing time available to build and manage client relationships.
Improve compliance, particularly auditing and tracking, by having automated and consistent checks and workflows documented in one place.
Provide a branded and intuitive digital interface to their clients, improving client experience.
Improve distribution and origination of deals, saving time, enhancing deal diversity, and boosting marketing.
"The collaboration has brought to life a virtuous circle of networking opportunities way beyond our own circles of contacts, adding leverage for all users of the platform to Delio’s already powerful networking enabling technology."