Wealth Management

Complete Customer Dedication

In a nutshell

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. Our solution’s integrated platform offers everything from investor profiling and portfolio recommendation to transaction and operational execution.

Key avantages

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

In detail

To offer the right type of products, services and advice to your clients, whether Mass Affluent or High-Net Worth Individuals, you need to know what they desire. Sopra Banking Wealth Management helps you in this quest: from initial consultancy, to core banking software implementation and customer care, our solution allows you to be the best possible bank for your 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. 

Related products and components

Sopra Banking Platform

Component based core banking

Sopra Banking Platform can provide in-depth, end-to-end coverage for your entire financial business or can meet needs of certain business segments on a modular basis. Whether you are looking for a quicker way to launch products, increase margins through superior position keeping or manage large data volumes in the most efficient way possible, Sopra Banking Platform is the solution you seek.

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