Advisory

Pre-trade investment suitability checks are essential to determine whether a product is in line with the investment objectives, risk requirements, as well as with the knowledge and experience of a client. A structured approach will help in achieving regulatory compliance while maximising efficiency.

In order to offer clients a comprehensive view of their historical, current, and projected financial standing, client reporting necessitates a seamless integration of multiple real time data sources.

For relationship managers, a simple collection of applications is no longer sufficient. Instead, they now work on a One-Stop Workplace providing a 360 degree view of their clients. This enables them to serve their client in an efficient manner while simultaneously providing personalised solutions and advice.

Smart content management can help wealth management firms to unlock their full potential by empowering advisors with advanced analytics and data-driven insights. With personalised communication, enhanced efficiency, and better compliance, advisors can deliver a better client experience that drives better business outcomes.

Increasing competitive pressure and declining profitability are forcing financial companies to critically question the efficiency and effectiveness of their sales force.