Big Data Analytics
Automated storage, analysis and visualization of large amounts of data to improve management decisions.
Omni-channel Communication
All information can be sent via freely selectable, customer-specific communication channels.
Order Management
Collection, bundling and forwarding of securities orders from various processes and order book.
Reporting and Dispatch Control
Customer reporting and dispatch control as well as administration and mutual exchange of digital documents.
Compliance Management
Workflow for monitoring compliance rules with problem-solving processes and automatic warning and escalation mechanisms.
Legally Compliant Advice
User-friendly processes for customer-centric investment advice and PIB management in line with all regulatory requirements.
Portfolio Management
Detailed asset analysis, monitoring of portfolio rules, development of investment strategies. Management of model portfolios.
Client Management
Onboarding process with analysis of all relevant customer data, overall portfolio, potential and prospect management.