How does Comarch Wealth Management drive efficiency of relationship managers while keeping the personal advisory service at an excellent level? Key ways include consolidated customer picture integrating accounts, holdings, KYC data across different sources in one view, or end-to-end process supporting the whole personal wealth advisory cycle from investment onboarding through risk profiling to portfolio set-up and regular rebalancing.
Other ones include automated suitability, sustainability and pre-trade health checks, guided flows adjusted to different customer segments and business roles, or personalized recommendations powered by optimization engines, including AI. On top of that there’s support for prospecting and analyzing customer sales potential, ongoing monitoring and reporting available “on-the-go,” and automated CTAs helping focus on what really matters.
A typical usage scenario of wealth management platform in personal advisory service is divided into four stages. The journey works in a self-propelling loop that ensures constant improvement of customer financial well-being and enforces lobg-lasting engagement of customers and RMs. This process is coming round and evolves together with customer financial and personal lifecycle as well as ever-changing market circumstances.
Comarch Wealth Management supports client serving loop in each and every moment of the client-institution relationship. If your institution wishes or struggles to improve any of the lifecycle elements, CWM is there to make it happen.
Each interaction is triggered by identification of opportunity or call-to-action
RM is equipped with a 360-degree customer-investment picture
System guides RM to deliver holistic, suitable and personalized recommendations
Paperless risk profiling or preferences questionnaires
If you want to know more how Comarch can help your business to provide personal wealth management to your customers – contact us!