Banks Have to Adapt Their Business and Technology Landscape

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.

White Paper
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.

Business modules

  • Tax & Compliance
  • Client Onboarding, Profiling & Pricing
  • Sales & Marketing

Technology modules

  • 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.

> Download Whitepaper
> Download Brochure