Lowering the cost of IT Automation for Offshore FSB's
By working with Odoo S.A. a business established in Belgium in 2004, Amberisk has developed a client management platform specifically aimed at Guernsey regulated financial services businesses. Built by industry experience and compliance, the approach to systems design in wealth management from a fresh approach.
Written with Compliance and Risk Management as the core principle, the system design is unique in this field
This is a client-centric not contract centric system
Designed to evolve with compliance requirements
Designed to scale to your client's complexity
Low-cost add-ons to enhance and simplify your business (HR, Accounting and Corporate Secretarial)
CDD remediation programmes
Manage the most complex high-risk clients to simple retail, proportionally
Full audit trails
Diary, schedule and manage every data table
No expensive propriety databases such as Oracle or MS SQL Server, you own the data and you control the data. With a low TCO deploy on a project, this doesn't require that you implement extensive ongoing data management costs that traditional providers require.
Host the service where you want, in-house or managed in Guernsey or Switzerland or even lower cost, in London or Singapore. It's your choice.
No US nexus or hidden data-sharing. Only you (or Amberisk if a managed service) in Guernsey has control over the data and with whom it is shared.
Ability to outsource steps in a process, rather than the whole function.
Outsource a whole function but retain visibility and audit trails over the work
Manage KPI's and KRI's
Currently, Odoo has 5 million users and runs over 5,000 businesses. The security framework has a dedicated team ensuring that the latest threats and vulnerabilities are managed. Odoo can control security and visibility down to the field level, which means you implement robust internal data segregation and controls.
50,000+ companies run Odoo to grow their businesses.
Join us and make your company a better place.
Governance, Compliance and Risk Management First
Automate and centralise these non revenue earning activities. Even outsource parts of these functions and remain in control.
Manage all your regulatory obligations
Diary and store documents relating to all of your regulatory obligations, retain and securely store all these records.
The system is designed around managing the client (and connections) rather than your contract with the client . Expands to meet the most complex client and also manage the simplest client engagements.