Private banking is highly connected to customer experience. Private bankers and investment teams try to offer the best service they do to their clients across any function, from onboarding, advising, promoting and executing ideas, and others. The same should apply when a private bank manages and distributes structured products. This area of business involves traditionally many manual processes that create a burden and consequently poor customer service.

In this white paper, we analyse the different workflows in regards to offering structured products and how automation brings tremendous results, increases market share and satisfies customers.

Download and read the full whitepaper below: