CRM and advisory
In private banking, it is paramount for good client relations that the clients feel that their investments are well protected with the bank, and that the dialogue is open and based on the newest information the advisor has on the client’s investments and the performance thereof.
ALOC offers the following advantages to our clients
- Professional Client Reporting, tailored to the bank’s customer value proposition and public reporting requirement (such as MiFID). Ability to tailor reporting and service charges and management fees to the various client segments - and differentiate customer treatment based on customer appreciation and customer value.
- Flexibility to market a number of different investment strategies - including those adding high return to the portfolios by way of system support for a wide range of instruments
- Tools to form a holistic view of the client’s overall exposure and to give the ability to drill down to details seamlessly and fast. Having a holistic view means knowing the assets in the client’s portfolio, as well as any liability on the client mortgage or any other debt which the client is liable for. Both asset and liability need to be evaluated in order to give the client the best advice on risks and exposure related to investments
Sophisticated advisory solution customized to the bank’s advisory process giving the advisor access to vital client information and unparalleled overview using ALOC’s COCKPIT technology.
Additionally, PORTMAN offers access to the latest reports sent to the clients.
PORTMAN does not only add value to our clients’ activities, it also fits in to our clients’ existing systems architecture, which enables our PORTMAN clients to reuse important data in their CRM system and to avoid any redundancy in storing and up-dating such information.
