Solution introduction

Processes for your digital transformation

The business of the future relies on customer focused digitalisation processes: This is how we support you in the technical and strategic evaluation, the analysis, as well as the sustainable implementation of your digital business area

Your digital alignment: professional and regulatory
Digitalisation is not an end in itself: Customer behaviour and requirements concerning an up-to-date interaction, effectiveness of customer approach, but also cost efficiency and regulatory compliance regarding customer interaction are key drivers for the digitalisation. The multi-layered requirements, especially when it comes to the implementation of regulatory provisions, that the digitalised sale of financial instruments is confronted with and the corresponding customer consulting are calling for intelligent innovation—and at the same time for automated processes. Digitalisation is made of specific technical requirements in form of professional expertise on the one hand, and a tailored technical implementation platform on the other.

Our aim is to develop regulatory and functionally robust processes for you—through the implementation of individual solutions for customer account managers as well as for product experts.

We support you In the following areas of digitalisation:

  • Digital product presentation
  • Digital consulting
  • Digital product transaction

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.