Empower RMs. Engage customers. Enhance business growth.
Who is the Comarch Wealth Management system for?
We support universal banks, private banks and wealth managers. No matter if you handle retail, affluent or HNW customers – we will help keep your service at the highest level, any way you deliver it: through personal advisory, hybrid remote interaction, fully automated robo-advice or self-investing (DIY), all within a wealth management system.
Comarch Wealth Management software helps you deliver personalized and relevant wealth services by leveraging traditional human expertise with intuitive, multi-module and cloud enabled platform. Regardless of your organizational maturity, business scale and operational needs, the platform is the perfect match for you.
Personal advisory
If your business is driven by relationship-building, or wealth managers for whom personal interaction with end-customers is of the highest importance, Comarch Wealth Management is here for you. With it, you can accelerate your internal investment processes and deliver excellent experience for your employees while keeping the personal advisory service customer-oriented and of the highest quality.
Hybrid advisory
With Comarch, you are able to keep relationship-management-driven services at the center of your offering while you also pay attention to digital collaboration and communication between wealth managers and their customers. We can give you the advantage of your business model combining both high-touch and high-tech approaches.
Robo-advisory
Customer channels and online offerings are an inherent part of the banking institutions’ strategy. Through those you can provide investment offerings to end-customers in a compliant and understandable way, that would also be automated, hassle-free and an enjoyable journey.
Digital trading
Acquire digitally savvy self-directed investors and provide them with best-in-class trading experience within a self-investing platform. Empower your existing customers with the right tools to increase their engagement. Retain customers and increase revenue without a large upfront cost.
Sustainability
Do you plan to make your wealth management offering ESG-oriented? Comarch Wealth Management software will help you assess customer preferences in terms of green products, offer sustainable product universe and analyze the actual impact the customer portfolio makes.
Personalization
Is personalization one of the driving values in your business? Our wealth management platform supports various personalization aspects, starting from getting to know customer preferences, constraints and behavior, to offering personalized investment offering, curated content, and individual communication.
Portfolio optimization
Do you want to strengthen your investment offering? Our optimization module will help you assess the potential of your product universe, bring insights that make you focus on the investments that really count, and make you include the optimal allocation of your products proposals.
Investment analytics
Do you struggle with delivering investment analytics that is comprehensive, transparent and hassle-free at the same time? Comarch Wealth Management software will take care of data aggregation, automate performance and risk analyses of customer portfolios, and deliver state-of-the-art investment reports.
Loyalty
Do you wonder how to engage your customers even more? Follow our philosophy of linking wealth management with loyalty flavor, by rewarding customer behavior, making special offers to most active end-customers as well as granting loyalty statuses and scores that drive customer engagement.
Comarch Wealth Management in the Cloud
Finance management made easier
Leverage technology to streamline your services with a cloud-based, all-in-one solution that offers scalability, reliability, and industry compliance. Get your clients market-ready and leave your infrastructure management to Comarch.
We equip your customers with self-service tools
With mobile Comarch Wealth Management Client Front-End you can better guide your customers towards financial discipline. Thanks to tailor-made investment ideas, notifications, or automated rebalancing, end-customers are always up to date with growing their wealth – and know how to grow it themselves.
Retail bank, Europe
800+ advisors | 1M+ customers | 50+ EUR AuM
Strategic goals
To scale up advisory services delivered to retail customers
Deliverables
A personal advisory capability given to the bank’s agents, to help them deliver investment proposal
Key results
A significant increase of advisory meetings with customers and boost of sales of third-party products
#mifid2 #omnichannel #straightthroughprocessing
We improve employee experience by automating their work
Comarch Wealth Management consolidates end-customers wealth picture and portfolio performance in one place to improve advisors work. Comarch Wealth Management system prioritizes your advisors’ tasks and activities and provides them with guidance, minimizing the risk of human error.
Universal bank, Middle East
100+ advisors | 4,000+ top segment customers
Strategic goals
To deliver state-of-the-art investment reports and data consolidation
Deliverables
A 360-degree customer representation and automated investment reports
Key results(s):
A fully automated investment reporting process, on-click customer insights availability consolidated from fragmented data sources
#islamicbanking #investmentaalytics #investmentreporting
We help you to deliver a tailor-made service
We believe everyone should be provided with the investment advice that suits them best. Comarch Wealth Management software lets you adjust your recommendations to customers’ risk appetite, knowledge or objectives – all based on their up-to-date financial picture. All in a single wealth management system.
Universal bank, private banking division, Europe
Numbers: 100+ RMs, 10,000 customers, 7 countries
Strategic goals
To standardize RM experience across all countries and digitize investment services in self-service channels
Deliverables
Hybrid advisory enabling the bank to prepare personalized investment offering and deliver it in a fully digital way
Key results
Increased number of interactions with customers, higher offering conversion, time savings and high quality data for RMs
#mifid2 #hybridadvisory #personalization
We deliver tools that make investment advice first-rate
Comarch Wealth Management’s own end-to-end advisory process – from customer onboarding, through portfolio building, up to reporting – will make your job much easier. We amplify operational efficiency, resulting in cost reduction, time savings and additional generation of business.
Universal bank, Asia
Numbers: 800+ agents, 300,000+ customers, 3 segments
Strategic goals
Onboarding of mass and affluent customers to the bank’s investment services
Deliverables
Personal advisory supporting the bank’s agents in selling own funds and APIs supporting customer’s channel
Key result(s):
Shortening the time for customer assessment and advice, higher penetration of investment products in underinvested segments
#affluentsegment #modelportfolios #clientchannel
“We successfully deliver the Comarch Wealth Management platform, putting the client’s business objectives first. Our vision is long-term cooperation and product maintenance to help clients change and grow their business. It is a self-reinforcing process: on the one hand, our technology expertise and global experience, and on the other hand, clients’ open-mindedness and prudence in running their business.”
Executive Vice President Wealth Management Division, Comarch
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