Solution introduction

Providing client-oriented investment guidance

The OLYMPIC Banking System empowers advisors to innovate and consolidate their unique approach to client services, using cutting-edge technology that complies with local and international investor protection regulations. Advisors offer investment proposals suited to their clients’ specific objectives, which can then be adapted over time. Seamless workflows enable smooth interactions and information sharing, speeding up client acceptance processes.

Reduce compliance risk
Automatically embed regulatory constraints into workflows, making sure the activities performed are fully compliant with all major regulatory initiatives. Ensure suitability with clients’ objectives and constraints.

Flexibility in client interactions
Access market data feeds and a wide range of asset classes to enable your customers to benefit from your institution’s expert advice.

Optimise investment proposal lifecycle
Cover the entire investment proposal lifecycle, from analysis to client acceptance.

Rich ecosystem
Integrated portfolio management features enable your institution to expand the services offered to the client.

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