Avaloq training and adoption.
Guide your advisers, back-office officers and compliance teams directly inside Avaloq, at the moment of the action, without modifying the application.
Complete support to make adoption easier.
Turn a wealth management platform into simple actions, from the profile to the order.
Avaloq covers portfolio management, orders, compliance and reporting for private banking and wealth management. Its functional depth is its value, and it is also what makes some journeys hard to remember when you only handle a few files a month.
Avaloq adoption for your users.
Deliver help, training and announcements directly inside Avaloq, without touching the application.
Support the relationship manager, not the middle office
A relationship manager places few orders but each one commits the bank. The middle office handles dozens a day. The two need very different help on the same tool.
Make order compliance reliable
An order placed outside the risk profile, outdated client documentation or an untracked suitability check all turn up at inspection. These are the steps to secure on the screen itself.
Take the load off your key users
After go-live, key users absorb the day-to-day questions at the expense of their own work. Help displayed on the screen takes over the most repetitive questions.
From first steps to autonomy.
Continuous support inside Avaloq.
Preparing for go-live
Each job role replays its own actions — open an account, amend a file, process a loan — on a replica of Avaloq, without touching real data.
Contextual help
At the slightest doubt inside the application, the steps to follow appear on the screen where the action happens, with the points of attention specific to your business rules.
Measurement & improvement
Real usage is measured screen by screen: which sites drop off, which step blocks, which content should be revised first.
A private banking platform, from the client profile to the report.
Published by Avaloq, the platform covers portfolio management, order placement, regulatory compliance and client reporting, for private banks and wealth managers.
It integrates with markets, custodians and compliance tools, which multiplies the touchpoints and the profiles involved.
Expertise deployed at scale.
Knowmore in figuresThey have already deployed their banking applications with Knowmore.
Banking comes down to precise actions, performed by very different job roles and often spread across several networks.
All success stories →
Banking · Financial servicesBPCE deploys K-NOW under the internal name Guidance so that help reaches the application at the moment of the action, across 2 networks.
Read the success story →
Banking · Core bankingBFM migrates to a new core banking system, with K-NOW installed on premise to guide users directly inside the new applications.
Read the success story →A complete suite to succeed in Avaloq adoption.
Support your teams in real time inside Avaloq with step-by-step guidance displayed on the screen.
Build realistic Avaloq simulations to learn by doing, without touching production data.
Measure usage, engagement and points of friction to act on facts rather than on self-reported feedback.
Get the most out of your software.
Avaloq adoption: your questions.
How do you succeed in a Avaloq go-live?
How do you evidence suitability checks?
How do you support teams spread across several sites and languages?
How do you measure banking system adoption?
Accelerate Avaloq adoption at every stage of the user journey.
See how Knowmore reduces training needs, makes technical data reliable and lightens the load on your key users.
Talk to our expert