Solution introduction
360° client view; client communication planning; compliant advisory meetings
The modular solution for digitally enhancing private client investor services. Tablet-friendly interfaces allow a collaborative approach that removes the need for paper in client meetings and enables compliance
Aimed at advisors and relationship managers who serve private investors, Financial Advisory Workbench (FAW) delivers an aggregated, visualising data from different systems e.g. core banking system, portfolio management system, CRM. The software provides for structured meetings with attached records in order to achieve standardised legally compliant advisory processes.
Based around a relationship management dashboard, FAW provides wealth management advisors with a quick, simple and comprehensive overview of a customer’s finances, asset allocation, risk profiling, and investment attitude. This enables the manager to enhance the quality of their customer care and structure their working day more effectively.
Benefits:
- Increased productivity and client visibility
- Improved consultation quality and customer service
- Ability to act quickly based on the latest information
- Provides structure and legal compliance to client meetings
FAW is designed to integrate with solutions based on CREALOGIX Digital Banking Hub, although it can be established as a standalone solution.
