One shared platform for financial operations
With Rooftop, financial services teams can manage emails, internal messages, call logs and tasks from one central platform. Every conversation is clearly assigned, categorised and linked to the right client or process.
This gives your team a complete overview of ongoing requests, deadlines and responsibilities, while avoiding duplication of work and unclear ownership.
Everything you need in one service
360° view for your whole team
One central place for customer data & files
Clear categories and ownership
Collaborate behind the scenes
Protect confidential data with access rigths
Secured by design
Rooftop offers a secure environment for collaboration around sensitive financial data. Access rights can be defined per user or role, ensuring information is only visible to authorised team members.
All data is protected in line with European financial regulations, including GDPR and ISO 27001 standards. This allows fiduciary firms and financial services teams to manage client communication with confidence and peace of mind.
Key features for financial services teams
Consistency
Bring emails, call logs, tasks and documents together in one central platform. Everyone in the team has the same up-to-date view, ensuring nothing gets lost and follow-ups remain consistent.
Software integration
Integrate Rooftop with your fiduciary tools such as FidManager and AdminPulse. Connect communication directly to your client dossiers and administrative workflows.
Automation
Automatically route messages and tasks to the right person based on clear rules and criteria. Use templates to streamline repetitive communication while maintaining a personal approach.
Structured follow-up
Organise communication with clear categories and task planning. Easily track financial processes such as treasury operations, order flows, insurance claims or customer litigation.
AI assistance inside your shared platform
Search inside conversations
Summarise long conversations
Identify action points
Translate emails and comments
Refine emails and comments
We are already helping them
See Rooftop in action
Discover how Rooftop helps financial services teams stay organised, compliant and in control of their communication.
Book a demo and see how Rooftop works in practice.