Advisory & Affluent Banking
The expectations of a sophisticated clientele as well as the multitude and complexity of products on the market are growing fast. Client advisors need flexible and reliable tools to search, analyze, and propose the right products in accordance with the clients' potentials and needs, the firm's policies, and obligations from regulators regarding documentation.
Expersoft PM1e solutions offer smart tools that structure the advisory process, ensuring that all information is captured and documented. They enable your client advisors to automate investment proposal generation and integrate seamlessly with other PM1e modules to provide additional functionality.
To find out more about the PM1e components for Advisory & Affluent Banking solutions, follow this link.
Expersoft PM1e solutions offer smart tools that structure the advisory process, ensuring that all information is captured and documented. They enable your client advisors to automate investment proposal generation and integrate seamlessly with other PM1e modules to provide additional functionality.
To find out more about the PM1e components for Advisory & Affluent Banking solutions, follow this link.
Expersoft Systems AG - Riedstrasse 13 - 6330 Cham/Zug - Switzerland
Phone +41 41-748-1010 - Fax +41 41-748-1012 - E-Mail
Phone +41 41-748-1010 - Fax +41 41-748-1012 - E-Mail