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Wealth Management Solutions

HQ Location

Zurich, Switzerland

Website Address

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Solution introduction

The Wealth Management Solutions include Front Office Optimisation, Functional Optimisation, Regulatory Compliance Advisory, Digital Services, Data Driven Transformation and Transformation Advisory Solutions.

Scroll down to see our wealth management solutions.

Solution Details

Front Office Optimisation
Banks are continuously seeking to develop and optimise revenue, from new and existing sources. Orbium can support these initiatives by analysing and improving the way the front office operates, in particular by holistically reviewing the products, services and pricing offered, along with the sales and distribution processes, people and systems.

Functional Optimisation
The real impact of banking platform upgrades, post-merger integration or digital transformation on the whole organisation are all too often neglected, significantly reducing the chances of successful outcomes. At Orbium, we focus early on business design and functional optimisation to help identify and deliver incremental benefits and commercial value.

Regulatory Compliance Advisory
Orbium helps clients become fully compliant and achieve both customer investment goals and their own strategic business objectives. To supplement our functional expertise, we draw on a network of regtech partners to ensure we always provide the most appropriate and innovative solutions.

Digital Services
Wealth management 4.0 means using technology to provide strong and lean user experiences. Drawing on a long history of successful core integrations, Orbium helps clients maximise the impact of their digital investments by thinking beyond traditional business lines.

Data Driven Transformation
Orbium helps Avaloq clients use business intelligence and data analytics successfully to change and grow their business. Our services and tools on data driven transformation make the most of the latest digital capabilities.

Transformation Advisory
Orbium’s Transformation Advisory proposition provides an end-to-end service that enables clients to confidently and effectively define and execute transformational change regardless of the scale and complexities of scope, environment and geographical reach.

Key Data

Type of Clients
  • Global Private Bank
  • Local Private Bank
  • Regional Private Bank
  • Retail bank wealth manager
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence

Wealth Management Solutions

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