Personal Banking Solutions

Overview

Elevate your Affluent Clientele

New customer expectations shape the domain of Personal Banking, with satisfaction and loyalty becoming vital. Affluent clients need additional attention and tailored services, so Banks must differentiate their service to meet the diverse needs of this client segment.

Software solutions combining Client Management operations with risk analysis metrics, along with a powerful workflow, provide end-to-end functionality that streamlines processes and saves significant time.

Our Personal Banking solution supports investment services to retail and affluent clientele. It complements any core system while effectively supporting a multi-channel service. The Personal Banking software's flexibility ensures fast time-to-market of new products and services, a key element of securing a competitive advantage.

Key Features

Full Front-to-Back functionality coverage, multi-currency and multi-type product support
360° view, sophisticated client profiling and segmentation tools with parametric pricing policies definition
Advisory and financial planning tools with proposal generation, history tracking and simulations
Automated order management based on workflows for local and global markets
Seamless compliance checks against the set client profile and proactive controls in accordance with directives
Activities tracking e.g. records of conversation, correspondence, client directives and decisions for compliance purposes
Extensive and customisable client and management reporting
Online performance monitoring with ability to breakdown on asset class, sectors, region, instruments etc
Integration with core systems and unlimited connectivity capabilities using standard protocols (e.g. FIX) or other proprietary APIs
24/7 access to all client data utilising the web and mobile tools

Benefits

Key Features

Flexibility to respond to the requirements of different markets and countries
Improved productivity and operational efficiency through streamlined processes
Risk aversion, accommodating regulatory concerns
Comprehensive decision making and client support
Increased client engagement and experience through personalised and innovative services
Optimised profitability margins

Personal Banking Solutions

Overview

Key Features

Key Features

Key Features

Benefits

Key Features

Key Features

Why choose our Personal Banking solution?

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