Client Overview
An emerging private bank in Europe wanted to develop a digital wealth management solution that empowers banks to offer their customers unparalleled freedom of choice for portfolio creation with a range of financial services.
Business Solutions
- Disparate data sources
- Rigid legacy systems
- Investors expect 24/7 access and reporting
Solution Highlights
- Advanced client and relationship management tools at all stages
- Prospects status tracking during the sales cycle
- Powerful KYC data collection workflows, profiling, scoring, and user-friendly activities management
- Multi-services support (execution, advisory, and discretionary)
- Service-based functionality for order management, proposal generation, and re-balancing
- Complete coverage of traditional banking and global investment products with flexible asset classification tools
- Robust rules-based compliance engine to achieve effective risk control and compliance with regulations
- Multi-level performance analysis following GIPS standards and risk metrics
- Real time 360° client view and in-depth information through an extensive set of reporting views
Benefits
- Unique customer experience with a customised approach
- Improved productivity and reduce operational cost
- Better-informed decisions by using the analysis tools provided
- Streamlined and improved communication with clients
- Control and monitoring risk at any time
- Being proactive about market needs by delivering new products fast
- Compliance with international and local regulatory requirements
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