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Piraeus Bank selected the IMSplus Wealth Management solution and Axia as the front-end to experience modern and reliable wealth management operations for their division. Αcting as one platform, the solution allows Relationship and Portfolio Managers to monitor and manage their clients’ portfolios, facilitating full control, while eliminating time-consumption and operational risks.

Piraeus Bank chose the solution as it offers front-to-back coverage, full STP and paperless operations to support the complete provision of all types of investment products and services. Their clients experience a personalised approach to their portfolio management and other related information, under a secure environment with strict systemic checks and proactive controls according to the MiFID Directive and investment guidelines. The Bank also implemented Axia front for their web and mobile operations, which provide online access to their clients and a complete set of CRM tools, that allow the Relationship Manager to have full control of the client relationship.

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