Private Banking: a 360⁰ view of your customer.
Customer’s perceptions have changed as a result of all the new media. This requires a different way of banking, which most certainly applies to Private Banking and Wealth Management. Customers of Private Banking and Wealth Management expect and require high-quality services that match their personal wishes regarding their financial needs, growth of assets and asset management. To meet these requirements, a 360⁰ view of the customers for Account managers, Asset managers and Financial consultants is a must. That is the only way to deliver optimal services taking all asset components into consideration.
Our integrated front to end core system for private banks, brokers and custodians offers financial institutions the possibilities to provide excellent services to their customers at low costs. Thanks to the extensive functionality, the complete process automation and straight through processing (STP).
- Supported instruments: shares, bonds, options, futures, investment funds and structured products
- Order management
- Portfolio and asset management
- Consumer loans
- Collateral management
- Transaction processing
- Corporate actions
- 360⁰ customer view
- Straight through processing
- MiFID compliant
- Interfaces with CRM applications, trading systems, asset management systems, accounting systems, exchanges and custodians a.o.: Siebel, Microsoft Dynamics CRM, Scope, CDC Software, Temenos’ Triple A, Thomson Reuter’s eXimius, Ortec, Statpro, GL Trade, Charm, Bloomberg, Fidessa, Omgeo, Exact, Coda, Oracle, NYSE Euronext, Equens, Clearstream, Euroclear, KAS Bank, BNP Paribas en Citibank.