For banks to better satisfy mass affluent customers and private bankers to attract and retain their clients, it is vital to offer the kind of services that they are seeking. Our solution’s integrated platform offers everything from investor profiling and portfolio recommendation to transaction and operational execution.

To offer the right type of products, services and advice to your clients, whether mass affluent or high-net-worth individuals, you need to know what they desire. Sopra Banking Wealth Management helps you in this quest: from initial consultancy, to core banking software implementation and customer care, our solution allows you to be the best possible bank for your customers.

Our solution’s integrated platform offers everything from investor profiling and portfolio recommendation to transaction and operational execution.

Sopra Banking for Wealth Management brings you full 360° insight into your customers, including the possibility to simulate actions or model future behavior. In addition, you can automate a large number of processes, calculations and messages.