Private Banking Solution (WRM)
Our comprehensive Private Banking Solution covers specific functionality and support processes that are critical for your daily business in wealth relationship management.
A core activity for relationship managers is the daily interaction with existing customers and potential new customers by phone, per e-mail or by appointment.
This supports relationship managers in written collaboration with external or internal parties and hence with the documentation required by Auditors.
This offers a variety of tools to assist the compliance officer in his everyday work in relation to compliance with and monitoring of statutory and regulatory requirements.
Customer knowledge, up-to-date data and identification of potential and also of hazards are at the centre of daily operational business in asset management.
Management can for example obtain an overview of the entire customer structure, measure the performance of sales personnel or monitor, evaluate and make forecasts for the business in ist entirety.
Individual datasets can be interlinked with each other without requiring the creation of duplicates. The same applies for connections to and from portfolios. This allows an overall view of complex structures.
Various background processes support relationship managers in managing their daily business. This function includes alerts, to-do lists and mails.
Generic interfaces to various system environments are supported.