Based on our customer experiences, we now share with the community the use case “Wealth Management, Cost of Client acquisition, improved business line’s strategy”.
This use case is part of our roadmap addressing the different functional areas covered by our decision-making platform SMART for Wealth Management.
Need a talk ? Click here to organize an online session with our experts.
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SMART for Wealth Management
The decision-making platform for the new generation of private banks
A complete decision-making solution for key players in private banking and new generation asset managers.
By deploying a banking Data-HUB connected to the main banking solutions on the market, SMART for Wealth Management brings a common vision and language to the teams. Whether for the CFO, CEO, COO, Controllers, Relationship Managers, Risk, Compliance or operational teams, the indicators are shared and common. A single, universally accepted understanding to support strategy and organizational transformation: this is the challenge of a global data platform. The applications are ready to use, dynamic, interactive and enable the famous next question to be answered. Self-service BI is now a reality, allowing teams to create their own applications, visuals and analyses while taking advantage of the countless possibilities of storytelling.
Want to know more? Click here to arrange an online session with our experts.
