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Customer Portals in financial business

Use your customer portal as a marketing and sales tool!

A customer portal offers your customers completely new ways to experience your financial products.


Use the possibilities and the special functionalities of a specialized portal and offer your customers the associated manifold access possibilities to your products.

Set new standards and boost your sales. We offer you the professional technology. Whether specialized portals in the research and legal area or individual portal requirements - let us develop your new sales instrument together!

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Application areas CS Portal

Thanks to their flexible and individual configuration options, our enterprise portal solutions can be used flexibly for a wide range of target groups, application areas and asset classes.

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Research-Portals

Portal solutions for the research sector must meet special requirements.

In addition to complying with regulatory requirements (MiFID II), the portal is designed to optimally present research content to users and support marketing.

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Legal-Portals

Provide investors with a simple and clear way to find the right financial product for them.

In addition, you provide access to mandatory documents such as KIIDs, KIDs, factsheets, etc.

 

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Individual Liferay-Portals

You need an individual portal? No problem.

We gladly implement your individual portal requirements. 

Questions about CS Portals? We will be happy to advise you!

Request now >

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Take advantage of our many years of expertise in the implementation of enterprise portals

marcus klein

Your contact

Marcus Klein

Managing Director

Telefon +49 6172 662621-16
E-Mailmarcus.klein@content-software.com

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