Private bankers and wealth managers are under significant pressure to adapt, digitize and scale their offerings, often constrained by legacy technology, complex delivery models and new regulatory requirements.
Our platform answers these specific challenges. It supports and accelerates private banks and wealth managers in their transformation journey.
A full core-to-digital platform
We provide the private banking and wealth management industry with a core-to-digital solution suite designed to meet the specific needs of the industry.
Advanced and comprehensive, our core-to-digital platform includes three main components:
- Core Banking System (CBS),
- Portfolio Management System (PMS),
- Digital Client Lifecycle Management (CLM) platform - which also includes a web and mobile client and External Asset Management (EAM) portal.
Combined, the platform empowers private banks and wealth management firms to grow their business and deliver a holistic wealth service.
The platform is complemented by an Activity Workflow Manager (AWM), a Client Data Management (CDM) system, and an electronic Document Management System (eDMS).
These innovative and agile solutions allows private bankers and wealth managers to ensure their HNW clients are always at the center of investment decision-making and relationship management.
To learn more, please complete the form and contact FNZ today.
The end-to-end wealth management platform is delivered to users as Software-as-a-Service (SaaS) and includes operational IT and business operations support services as standard.
The SaaS model of delivery overcomes the IT challenges or upgrades, security and version management, and delivers cost efficiencies and scalability out-of-the-box. The service includes operating, monitoring and managing applications and IT infrastructure within a private cloud environment.
Business operations services include asset administration and transaction processing, with defined Service Level Agreements (SLA) and operational risk liability covered to meet the stringent needs of high-tier private banking and wealth management. Business Process Outsourcing (BPO) and organizational transformation is undertaken sensitively in a full partnership model, where client needs are paramount.