We are pleased that Comarch Wealth Management, one of our flagship solutions is included in the “The Digital Wealth Management Platforms Landscape, Q4 2023” report by Forrester, with Comarch listed in the large vendor category.
Comarch self-reported the extended use cases of build client performance metrics reports, monitor portfolios using risk management tools, and provide alternative performance views and insights as the top three areas for which clients select them.
The Forrester report puts forward main trends and challenges faced by financial institution delivering wealth services globally. Among others, excellent customer experience appears as one of the key priorities that any wealth manager should consider in their nearest plans. The digital platforms should also foster such elements as client retention, high quality engagement actions, or personalization that is data-driven and enhanced by machine learning technologies.
The report outlines the most important functionalities that may be considered by financial institutions when selecting the platform in order to obtain the benefits crucial for overall strategies and value-added services delivered to customers. To obtain these goals the Comarch Wealth Management supports manifold end-to-end processes that leverage automated client onboarding, guided advice and goal-based financial planning, holistic financial picture of the client, seamless STP, or fully digital communication between RM and customer. This makes the platform an all-in-one solution built upon the three key principles: Empower RMs – Engage customers – Enhance business growth, which allow financial institutions to equip their employees and customers with excellent user experience, robust tools and services helping them create and maintain long-lasting relationships, turning into continuous business growth and new opportunities.
If you want to learn more about our solution, read the report: