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Profile Software eNewsletter Summer 2012

“Mobility” in wealth management: a trend or a must?

The demanding business environment in the financial services marketplace calls for wealth management companies to select and upgrade systems providing rich, end-to-end, functionality that will save time and cost, will increase productivity levels and mitigate operational risks. “High net worth individuals (HNWIs) are less confident about making money in 2012 and private banks and wealth managers will have to work harder for their business”, according to the Private Banker International. Since uncertainty still remains a key word in the market, wealth managers have to increase their reach and further engage their clients.   

Mobile-based business tools could play a significant role in the wealth management services industry by enabling professionals to efficiently provide value-added services and promote their business while improving their productivity and effectiveness. The use of such tools offers an interactive experience, accelerating sales, simplifying new clients’ acquisition process, facilitating existing clients’ retention, and eventually leading to a more direct and closer relationship with the clients (investors). IMSplus Mobility provides an application for smartphones and tablets, offering rich functionality to both the wealth manager and their clients. Today’s mobile access to the clients’ information, holdings, transactions, analysis reports, statements and on-line trading order management among others, will soon be accompanied with new features such as alerts monitoring. 

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Advance your Collections function

Today more than ever, the collection process within financial institutions is vital. To retain collections rates high, they need to be equipped with the tools to efficiently make decisions, have instant access to customer information, be able to create customized-intelligent workflows, and automate key business processes.

The Collections Solution is comprehensively addressing the needs of Financial Institutions requiring an advanced tool for managing their Collection operations. It manages the entire Collection process from early identification of repayment issues and managing delinquency, to debt recovery and legal action. The solution streamlines the entire collection process, reducing write-offs and provisioning, improving cash-flow, and assisting Financial Institutions to enhance their customer relationships facilitating future selling opportunities.

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Profile Software opens an office in London 

Profile Software opens an office in London following its international expansion with offices in Geneva and Dubai. Over the past years, the company has established a presence in 3 continents with clients, partners and rep offices. Profile Software now invests in its physical presence to further cater to local businesses' requirements.

The company expands its international footprint to better serve its local, growing and demanding clientele worldwide.

From its office in London, Profile Software provides flexible, scalable and customisable solutions covering the whole spectrum of the  Investment Management and Banking sectors including Private Wealth Management, Personal Banking, Asset and Fund Management, Custody, Universal and Islamic Banking  through its advanced IMSplus and FMS platforms. The solutions are fully modular and can be seamlessly integrated to the organisation's IT environment according to client needs.

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Profile Software in the FT Awards, London

Profile Software sponsored the Financial Times and Investor Chronicle Wealth Management Awards that took place on May 17th, at the Sheraton Park Lane Hotel in London, UK. Profile Software's executives had the pleasure of presenting the companies “Handelsbanken” and “J.P Morgan Asset Management” with their awards for “Best UK Private Bank” and “Global Wealth Manager of the Year”, respectively.

Profile Software would like to congratulate all companies (winners and nominees) for their excellent performance and efforts over the past year, which led to their distinction. During the event, Profile Software had the opportunity to familiarise the attendees with IMSplus, its industry-specific solution for Wealth Management.

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Harvard Business Review News

Profile Software in association with the Harvard Business Review, keeps you updated with news, articles and management tips from one of the most prestigious publications worldwide. 

Please read below the most popular Management Tips:

Make Time to Prioritize

Do you truly understand how you spend your time? Most people assume they dedicate more hours to strategic work than they actually do. Look back on the past month in your calendar. Add up the time you spent on your strategic priorities. Was it enough? It’s likely less than you thought. That’s because most people tend to do the most urgent things instead of the most meaningful things. Identify your top five priorities for the coming year, and each month make sure you spend enough time on those priorities. If you don’t, it’s time to cancel some meetings and build in time for the things that matter.
Adapted from “Make Time for Time” by Anthony K. Tjan.

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