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.

Main benefits

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

  • Global overview of the customer and assets under management
  • Navigability: instantaneous access to the customer, their account and portfolio from anywhere in the solution
  • Express drill down on customer static data or on portfolio asset allocation
  • Replaces several front office systems: reduces cost and training time

The solution offers a very large functional coverage, providing a better monitoring

  • Easy-to-use, powerful activity management features: contact report,
  • Process monitoring and workflow : better control on operational risk
  • Multi-desk and teamwork : information sharing
  • Powerful asset management functions for ordering, portfolio selection and reporting
  • Possibility of high level of customization

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:

  • Direct, simpler access to KYC and asset information
  • Efficiency in day-to-day tasks: easy access to customer data, tasks, activities, etc., without wasting time
  • Management of portfolios and assets with a powerful system
Better customer management
  • instantaneous access to customer main data, last contact report, documents, etc.
  • Relationship manager’s dashboard providing a complete overview of a customer's accounts: evolution, alerts, tasks, meetings, etc.
Better monitoring of processes
  • Rationalization of the account opening process (workflow and automatic document generation)
  • Four eyes control of critical customer data modification
Risk monitoring
  • KPI 
  • Alerting
  • Single point for access rights and activity log
Screenshots