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WEALTH MANAGEMENT

360° insight for complete customer dedication

Sopra Banking for Wealth Management
  

Advantages in a nutshell

  • 360° customer view
  • real-time updates
  • straight-through processing
  • low TCO
  • automation and simulation

For banks to better satisfy mass affluent customers and private bankers to attract and retain their clients, it is vital to offer the kind of services that they are seeking. The combined offering from Sopra Banking Software and Gambit Financial Solutions helps you in this quest.
 
By combining Gambit’s expertise in investment advisory and portfolio optimization with Sopra Banking Software’s core banking systems, we can provide you with a client-centric solution that allows you to offer cost-effective, tiered service levels that are tuned to the needs of the mass affluent and private customers. Our solution’s integrated platform offers everything from investor profiling and portfolio recommendation to transaction and operational execution.

Sopra Banking for Wealth Management brings you full 360° insight into your customers, including the possibility to simulate actions or model future behavior. In addition, you can automate a large number of processes, calculations and messages. Because Sopra Banking for Wealth Management delivers the double benefit of deeper knowledge and saved time, you get to focus on your core business: your customers.

Solution overview


Wealth Management Solution Overview

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