Wealth Management

Successful running of wealth management business necessitates full integration of all products/services within wealth management portfolio and with bank accounts, instant access to current status of customer relationship and simultaneous on-line viewing for client collaboration. Our technology framework provides deep functionality and the architecture to integrate easily with third party solutions.  Focus areas are data warehouse, CRM (Customer Relationship Management) and MIS (Management Information System).

The key components of our wealth management solution are:

• Prospecting
• Client profiling
• Client Registration
• Portfolio Tracking
• Product Selection
• Reporting
• Client Drop Out

We offer the following services:

INTEGRATION

• Full integration with all components and with bank accounts
• Instant access to current status of customer relationship
• Simultaneous on-line viewing for client collaboration

DATA WAREHOUSING/ CRM/MIS

• Visual presentation of portfolio model
• Aggregated customer profile detailing risk appetite, time frames for various exposures, preferences in investments
• MIS tools for tracking of customer requirements and performance, CRM, checking need/actual, etc.
• Report generation (product / client / RM / region)
• Mechanism for checking asset allocation proposed and advised by customer
• Analytics on product/customer/RM profitability and other MIS needs
• Analytics like 'what if' analysis
• Forecasting model as a financial planning tool
• Sales force tracking, commencing from initiation of the call to final deliveries