Private Wealth Management faces different challenges like low performing markets Vs clients high return expectations. Our innovative solutions underpin the recognition of new investment opportunities in accordance with sound risk minimization. With mobile dashboards management, sales and service staff is prepared for every type of client and question.
Private & Wealth Management
- Contains a set of easy adaptable templates for market analytics, sales, finance, risk, portfolio management & CxOs.
- Supports all important data sources out-of-the-box like Reuters, Bloomberg or Morningstar.
- Combines leading technology with advanced analytics tools.
- Enables you to forecast client behaviors (e.g. client loss prediction).
- Is bundled with a defined set of services, e.g. Enablement, Analytics as a Service or Consulting.
- Is based on our Self-Service Governance Framework.