Front Office Solution for RM
The Global Front Office Solution has been designed to meet front office department needs in customer relationship management and portfolio and asset management. The solution allows direct access to the customer's static data and assets, provided through a single interface. The Global Front Office Solution brings together the two elements of a customer to provide efficient, proactive follow-up of customers and prospects. In addition, the solution incorporates business expertise and banking sector knowledge trough the account-opening process, investment proposal or financial planning and in all the functions available in portfolio management such as performance calculation, rebalancing process or investments restrictions and risk monitoring capabilities.
The Global Front Office solution combines the best of two universes that are often complicated to associate: customer management and portfolio and asset management. With this tool, users have at their disposal an integrated desktop that provides crucial information for the efficient management of prospects, clients and their portfolios.
The Global Front Office solution offers direct access to all information and data needed by front office departments for their day-to-day activities in a single interface
The solution offers a very large functional coverage, providing a better monitoring
KPI: direct access to activity figures, RM performance and pipeline.
What does it bring you?
A single tool/interface for the management of your customers and their assets:
Better customer management
Better monitoring of processes