Key Features
- 360° client view that enables successful relationship monitoring and management
- Client profiling and document management supported by KYC processes and extensive CRM tools
- Complete coverage of traditional banking and global investment products, including alternative investments
- Full credit and collateral management including Lombard loans, fiduciary accounts, credit cards and credit limit management
- Complete support for any kind of investments’ and payments’ operations
- Strategic and tactical asset allocation modeling with rebalancing and automatic order generation
- GIPS compliant performance measurement tools, including contribution and attribution analysis
- Powerful risk management capabilities covering all risks (Credit, Market, Operational) including VaR for Market Risk, and a comprehensive stress testing framework
- Online compliance environment and risk controls covering MIFID, AML, FATCA, etc
- True Straight Through Processing (STP) for all accounts and investments operations
- Real-time booking, balance and P&L, including G/L entry creation under multiple accounting schemes allowing concurrent reporting
- Personalised client reports and powerful MIS reporting environment
- 24/7 access from mobile devices and the web
Benefits
- Integrated solution to provide comprehensive private banking services
- Reliable, secure and streamlined operations
- Scalable platform which can adjust to business requirements
- Exceptional customer experience with personalised reporting and 24/7 access
- Operational cost reduction through automations and connectivity options
- Risk aversion with its powerful compliance functionality