Wealth Management

Comprehensive solution designed to support activities of customer support agents and managers (financial consultants) to assist individual customer in planning, executing and monitoring their financial investments.

Financial consulting service is progressively going beyond traditional boundaries, to reach all technical forms that customer assets can assume today. Regardless of volumes, usually related to market conditions, percentage of trading orders entered via direct channels (Internet, Mobile, Call Center) is more and more relevant. After a somewhat chaotic first phase, where many tools have been implemented with a short term approach, now most Financial Institutions are carefully evaluating cost – benefit ratio of solutions available in the marketplace.

These valuations have highlighted quite interesting indicators regarding required functionalities, architecture of the solution, quality of services and costs.