CREDA is an artificial intelligence virtual assistant that can help customers with their financial needs through multiple messaging applications simultaneously. It integrates with existing service channels and can provide portfolio information, customer relationship management, financial planning and robo-advisory, and general investment information. CREDA is powered by Trust Banking and aims to be the future of virtual financial advisors.

1. REDA
Hello
your virtual financial advisor

2. Employees innovative technologies
Artificial
Intelligence
Semantic
Search
Natural Language
Processing

3. Talk or
Chat

4. Works with Multiple
Messenger
Applications
Simultaneously

5. Integrates with your existing
Service Channels

6. See how CREDA can help your customers

7.  Portfolio Value
 Portfolio Performance
 Capital Investment Cash
 Position & Projection
 Fees & Charges
 Portfolio Holding
 Top Performing Security
 Transaction Listing
Portfolio
Information

8.  Customer Onboarding
 RM Details
 Request a Callback
 Schedule a Meeting
 Raise a Ticket
 Request Status
 Alerts & Reminders
Customer Relationship
Management

9.  Risk Profiling
 Asset Allocation
 Deviation from Model
 Goal Planning
 Portfolio Rebalancing
 Transaction Request
Financial Planning &
ROBO Advisory

10.  News & Events
 Security /Quotes
 Product Information
 Factsheet & Research Reports
 Investment Recommendation
General
Information

11. REDA
The future of Trust Banking has a
Name
your virtual financial advisor

12. Powered By
Trust Banking I Private Banking I Asset Management I Portfolio Management
Insurance I Family Office I Forex Dealing I Treasury