I-Unicaja imemezele ukwethulwa kwe-digital broker entsha efuna ukuyenza ibe lula imisebenzi yokutshala izimali yamakhasimende ayo futhi ibanike amandla okulawula izinqumo zabo. Ngokuhambisana nemephu yomgwaqo yayo yezobuchwepheshe, ibhizinisi libeka phambili izisombululo nge ukuzimela okukhulu, ukuguquguquka namandla okuhlaziya kumaphrofayili abatshalizimali ahlukahlukene.
Lesi siphakamiso sihlanganiswe nesu laso lokusungula futhi siqinisa isikhundla sebhange njengenhlangano egxile kubasebenzisi. Kusukela osukwini lokuqala, isevisi iklanyelwe ukuhlinzeka ngolwazi olulula futhi oluvikelekile, ngokugxila okucacile ekunikezeni amathuluzi. encintisanayo futhi ehambisana nezidingo zomtshali-zimali wanamuhla.
Okuhlinzekwa ngumthengisi omusha wedijithali
Ipulatifomu ikuvumela ukuthi usebenze emakethe yamasheya kanye nemali engenayo engashintshi ngendlela enembile futhi ukuvakasha kwamazwe ngamazwe. Abasebenzisi bangakhipha ama-oda futhi bafinyelele amathuluzi amaningi aklanyelwe ukwenza izinqumo ezinolwazi ngawo umbono ophelele wephothifoliyo yakho kanye nokuvela kwayo ngokuhamba kwesikhathi.
- Ukufinyelela kumasheya kanye nemali engenayo engashintshi ezimakethe zikazwelonke nezamazwe ngamazwe.
- Ukwenziwa kwama-oda emakethe kanye nokuphathwa kwemicimbi yebhizinisi (amabhidi okuthatha kanye nokwenyuka kwemali).
- Amaphaneli okuhlaziya anenzuzo, umlando, nokusatshalaliswa kwempahla.
- Amathuba okudala amaphothifoliyo abonakalayo kanye nokumaka izitoko eziyintandokazi.
Ngaphezu kwalokho, isevisi ihlanganisa izici zokubuka kanye nemibuzo eqondisa ukuzulazula: izithombe ezisebenzisanayo, izinkomba ezifakiwe, kanye nenjini yokusesha ebikezelayo. Konke lokhu kusekelwa ulwazi ibuyekezwa ngesikhathi sangempela ukuze kuthuthukiswe ukwenza izinqumo.
Amathuluzi okuhlaziya nolwazi lomsebenzisi
Enye yezinto ezihlukanisayo ukusebenziseka kwayo kanye nokufinyelela okuhlelekile kolwazi. Inkundla ihlanganisa ukuxhumana okucacile namathuluzi athuthukile asiza ukuhlunga, ukuqhathanisa, nokuhlola amafa, ukuze abatshalizimali bakwazi. lungisa indawo yakho yokusebenza ngokuchofoza.
Izici zayo zihlanganisa ukwenza ngokwezifiso ideskithophu, ukuqapha okwenziwayo, kanye nentengo esheshayo nokubonisana kwezinkomba. Umgomo uwukuqinisekisa ukusebenza koketshezi, nakho konke okudingayo ukuze uqaphe intuthuko yemakethe nephothifoliyo endaweni eyodwa, ubeke phambili isipiliyoni sokutshala imali esisheshayo nesivikelekile.
Ukuhlanganiswa kwe-Unicaja Private Banking nokugxila komkhiqizo
Umdayisi uhlanganiswe ku-Unicaja Banca Privada ecosystem, lapho ehlala khona nohlu lwemikhiqizo evulekile yezakhiwo kanye nezinsizakalo zokuqondisa nokuphatha ngokubona. Lokhu kuqinisa isiphakamiso esihlanganisa amathuluzi edijithali ne izinsiza ezingeziwe zamaphrofayili ahlukene.
Lo mzila uhambisana nesifiso sebhange sokuzihlanganisa njengebhange lesimanje, eligxile kumakhasimende. Ukuthuthukiswa kwephothifoliyo yedijithali akuthathi indawo yokusekelwa kochwepheshe: kuyahambisana nakho, okuvumela umtshali-zimali ngamunye ukuthi akhethe phakathi kokuzimela okukhulu kokusebenza noma ukwesekwa kochwepheshe. kuye ngezinhloso zakho kanye nokubekezelela ingozi.
Ngekabani nokuthi ibasekela kanjani abaphathi
Le nkonzo ihloselwe amaklayenti afisa ukusebenza ngokuqondile kanye nalawo akhetha ukuqashwa ngokucophelela yithimba labaphathi bawo. Ithuluzi lisebenza njengosekelo lwenethiwekhi yokuthengisa, lihlinzeka ngedatha, imibiko, nokusebenza okubavumela ukuthi banikele isevisi ephelele futhi ehambisana nesidingo ngasinye.
Ngokwamazwi ka-Javier López de Heredia, uMqondisi Wezamabhange Ezizimele, Ukubhange Komuntu Siqu, kanye Nemikhiqizo Yokutshalwa Kwezimali e-Unicaja, lesi sinyathelo simele igxathu eliya phambili ekuzibophezeleni kwenkampani ekwenzeni idijithali: umgomo uwukunikeza izixazululo ezihlanganisa ukuphepha, isivinini, nokwenza ngokwezifiso ukuze kuthuthukiswe ulwazi lwamakhasimende. Ngalokhu, ibhange ingena emisha njengesici sekhwalithi yesevisi.
Ngalokhu kwethulwa, i-Unicaja ithuthukisa uguquko lwayo lwedijithali emkhakheni wokutshalwa kwezimali futhi iqinisa ukuma kwayo izinsiza zokonga nezimaketheInhlanganisela yokusebenza, ukuhlaziya, nokufinyelela emhlabeni jikelele, kuhlanganiswe nokusekelwa kwe-Private Banking, kudala isiphakamiso esiphelele esihlose ukwenza ukutshalwa kwezimali. elula, enolwazi futhi evumelana nezimo kuphrofayili yomsebenzisi ngamunye.
