Wealth Management is a comprehensive service offered to select customers by financial institutions, including financial instruments investments, real estate and even Art Banking. In order to comply with MiFID (Markets in Financial Instruments Directive) modern technologies must be employed to effectively manage investment profiles and to maximize customer profits under acceptable levels of risk. It can all be achieved with assistance of advanced analytical models combined with operational CRM.
Customer profit is your profit
- MiFID Compliance
- Maximizing Customer Wallet Share
Delivered To You Via
- Implementing technology solutions to support Wealth Management in Financial Service (e.g. Oracle Siebel Financial Services CRM or Oracle CRM On Demand Wealth Management).