Retail Banks
Bring personalized wealth and banking services to the retail market.
Reimagining wealth management for banks
Our digital wealth platform unites banking processes, wealth management, and family office capabilities in one seamless solution.
It enables banks to deliver differentiated client experiences while simplifying operations and reducing cost.
Whether supporting mass-market customers or managing complex portfolios, we help you focus on what matters most: your customers.
Winning loyalty in a digital-first world
Customers increasingly expect personalized, high-touch service while at the same time demanding seamless digital experiences. Meeting both expectations is difficult when systems are fragmented, processes are manual, and legacy infrastructure cannot keep pace with change.
Competition is coming from digital-first challengers, client loyalty is harder to maintain, and the cost of maintaining outdated systems continues to rise, from mass retail to private banking and wealth.
Solutions for banks
Our digital-first wealth platform enables banks to unify experiences, scale efficiently, and deliver a hybrid model that combines the best of digital convenience with personalized advice.
Wealth Platform
A fully integrated end-to-end suite of solutions supporting the entire wealth management lifecycle.
Post Trade Securities Services
Efficient trade confirmation, clearing, settlement, and custody, while ensuring compliance with regulatory requirements.
Market Execution
Real-time execution, clearing, settlement, and post trade services in listed instruments - along with advanced trading technology.
Advisor Hub
Fully digitized workspace for Advisors and Central Functions to support the Investment Management process at scale.
Portfolio Manager
Centralized tools for creating, monitoring, and rebalancing tailored client portfolios, with automated compliance and real-time analytics.
Onboarding
An agile, configurable and fully localized solution for different markets, which enables the automation and digitization of customer registration, complying with regulatory requirements and improving the user experience.
Digital Advisor
The latest innovations to make the journey faster, smarter, and more engaging.
Advice AI
Interact proactively and personally with clients, offer personalized advice and increase efficiency.
Who we serve
Private Banks
Enable private banks to deliver personalized, high-touch digital wealth experiences.
Universal Banks
Unlock growth by connecting every client to wealth opportunities.
Client success stories in banking
We help banks open up wealth. For each client, that means something a little different.
