CATEGORY – PRIVATE BANKING WEALTH MANAGEMENT
Enhanced digitalisation of customer portfolio and proposal management for a key international private banking player, based in Switzerland and leveraging Finantix product solutions.
Deep understanding of client business context and needs. Functional and technical integration skills and extreme flexibility in collaborating to achieve stated targets. Ability to satisfy the complex business and architectural challenges of this eminent private banking client.
A new wealth portal for advisors, providing a holistic customer portfolio dashboard and fast access to/execution of key business operations.
Accelerated delivery and internal promotion of an enhanced customer portfolio digital platform. Integration with multiple existing core banking systems. Ability to simplify and organise advisors’ daily activities relating to customer profiling, portfolio monitoring, rebalancing and optimisation, all in alignment with bank in-house policies and external market trends.
Private Banking at an international financial institution. Serving demanding high end customers with large portfolios, while maintaining compliance with international and, in particular, new European regulations.
The client wanted to adopt a simplified rebalancing portal for advisors, one that also needed to provide them with automatic checks on proposed portfolio health. And this process step had to be incorporated within a more structured and controlled investment proposal flow, comprising multiple interactions with customers.
CLIENT CHOICE OF Finantix – KEY CRITERIA
The client recognised, in Finantix Wealth Management product solutions, the perfect starting point for what they wanted to implement as an advisory portal.
A proven record of stable and high-quality live solutions was a key factor in selecting Finantix. (And the specific solution delivered is now one more significant proof point of Finantix quality.) Crucial too was proven Finantix experience of integration, through standard APIs, with multiple core client banking systems including Avaloq, LDAP, Outlook, and Sharepoint.