{"id":4648,"date":"2023-05-09T07:35:59","date_gmt":"2023-05-09T05:35:59","guid":{"rendered":"https:\/\/finalix.com\/dienstleistungen\/advisory-process\/"},"modified":"2023-09-08T09:30:41","modified_gmt":"2023-09-08T07:30:41","slug":"advisory-process","status":"publish","type":"dienstleistungen","link":"https:\/\/finalix.com\/en\/expertise\/services\/advisory-process\/","title":{"rendered":"RM Workplace \/ Advisory 3.0"},"content":{"rendered":"\n<p>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. Workplace features include:<\/p>\n\n\n\n<div style=\"height:44px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ol class=\"wp-block-list\" type=\"1\" start=\"1\">\n<li><strong>Client Profiling &amp; Lifecycle<\/strong>: The whole client lifecycle in one view: From prospecting and onboarding of new clients, over managing client static data (client lifecycle management), to detailed investor profiling (e.g. financial situation insights, investment goals, risk ability &amp; tolerance, etc.)<\/li>\n\n\n\n<li><strong>Monitoring &amp; Opportunities<\/strong>: Client book management, portfolio monitoring, tailored investment campaigns, switch recommendations.<\/li>\n\n\n\n<li><strong>Investment Management &amp; Advisory<\/strong>: Conduct payments, initiate individual or standardized investment proposals, create new products or access the product shelf, execute transactions.<\/li>\n\n\n\n<li><strong>Suitability &amp; Risk Management<\/strong>: Overview on pre- and post-trade suitability checks, visualization of the \u201cportfolio health\u201d (e.g. monitoring checks and breaches, portfolio risk, issuer concentrations, deviations of asset \/ FX\/ sector allocations).<\/li>\n\n\n\n<li><strong>Reporting &amp; Analytics<\/strong>: Robust and flexible reporting, analytics to track key performance indicators (KPIs), analysis of client behaviour, and proposal for next actions and products.<\/li>\n<\/ol>\n\n\n\n<div style=\"height:44px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Client benefits<\/h2>\n\n\n\n<ul class=\"nv-cv-m wp-block-list\">\n<li>RMs becoming digitally enabled trusted advisors through digitisation &amp; automation.<\/li>\n\n\n\n<li>Focus shifted from non-value adding activities to value creation and client interaction.<\/li>\n\n\n\n<li>Data-driven decisions for improved performance and service to clients.<\/li>\n\n\n\n<li>Reduced risk exposures.<\/li>\n\n\n\n<li>Increased transparency and trust.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">finalix contribution<\/h2>\n\n\n\n<ul class=\"nv-cv-d nv-cv-m wp-block-list\">\n<li>Facilitation of defining vision and strategy.<\/li>\n\n\n\n<li>Definition of business model.<\/li>\n\n\n\n<li>Creation of value proposition in collaboration with relevant stakeholders.<\/li>\n\n\n\n<li>End-to-end project guidance and change management support.<\/li>\n\n\n\n<li>Product roadmap design, gap analysis, user story creation, and UAT coordination.<\/li>\n\n\n\n<li>Rollout, training, and communication support.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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.<\/p>\n","protected":false},"featured_media":4157,"template":"","expertise":[107],"class_list":["post-4648","dienstleistungen","type-dienstleistungen","status-publish","has-post-thumbnail","hentry","expertise-advisory-en"],"acf":[],"_links":{"self":[{"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/dienstleistungen\/4648","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/dienstleistungen"}],"about":[{"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/types\/dienstleistungen"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/media\/4157"}],"wp:attachment":[{"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/media?parent=4648"}],"wp:term":[{"taxonomy":"expertise","embeddable":true,"href":"https:\/\/finalix.com\/en\/wp-json\/wp\/v2\/expertise?post=4648"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}