Digital wealth advisory services

Today, modern financial advisors rely on modern methods to help clients achieve their financial goals. Modern wealth advice is digital, interactive and compliant. We ensure that compliance with legislative requirements, such as MiFID II in the EU or FIDLEG in Switzerland, is automated in systems and processes - so that relationship managers can concentrate on the essentials: Understanding the needs and goals of the customer and serving them convincingly.

Is your method of consulting already up to date? We would be happy to apply our many years of in-depth expertise in the processes and regulations of wealth advisory services to meet your challenges.

Your contact:

Andreas Egli Confinale Partner

Andreas Egli
Partner - Head of IT Consulting

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What distinguishes modern wealth advisory services?

Digitisation makes a decisive contribution to the further development of relationship management and support services. Innovative solutions are available across the entire wealth advisory cycle. They are:

 

Which tasks to digitise and how?

For which tasks in the field of wealth advisory services should banks rely on algorithms and automation and where should relationship managers provide intelligent support? As a competent sparring partner, we are happy to develop solutions to these questions, combining expertise, experience and IT skills. We already have established solutions in these areas:

 

Story Catalog - Investment Story Platform

How is the advisory process emotionalised?

Automatically generated portfolio reallocation proposals are difficult for clients and relationship managers to grasp. Instead, support your relationship managers with exciting stories matching the client's interests, e.g. trend-based investment ideas or short-term opportunities with background stories.

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