Solution introduction
Impress your customers with a distinguished dynamic investment experience
The Distinga Advisory business approach allows wealth managers to stand out from the crowd by bringing customer needs and preferences to the forefront of their services
Distinga Advisory Solutions offers differentiating consulting and technology solutions for the investment advisory business.
The implementation of the Distinga Advisory approach requires a step-by-step methodology, where we decide the appropriate milestones together.
- First, we review your current processes across products and functions in order to identify what needs to be included in the Distinga approach.
- Second, we will provide you with a technology solution proposal and a set of change suggestions defined with our business partner Prometeia (which will be fully compatible with your current technological ecosystem).
- Finally, we will assist you with the implementation of the changes you have decided to make.
