Personal Banking Solutions
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
- 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
