The growing number of new regulations, shrinking margins, and increasing
business complexity is creating an environment that is forcing banks to
make major changes. Although the different requirements banks are
facing seem scarcely reconcilable, banks can increase efficiency and
quality in client management, while taking more and more compliance
requirements into account.
ACTICO describes in two publications how banks can successfully manage Client Management for Private Banking.
The White Paper shows typical road blocks and the key to success for successful client management in private banking.
Description of modules
In this brochure you will learn how banks can include software modules for relationship management, compliance, sales, and IT into their landscape.
- Tax & Compliance
- Client Onboarding, Profiling & Pricing
- Sales & Marketing
- Processes & Rules
- Data replication & synchronization
- Dynamic queries
- System integration
- Security concepts
ACTICO's Client Management solution is already being successfully implemented in Swiss private banks.