The future of financial advice requires successful consultation and sales processes. Weighed down by regulatory and other statutory requirements, the support of diversified portfolios is becoming more time and cost intensive. Banks must ensure in this case that they slim down their added-value and processes, so that they can become more competitive with lower costs.
We support you when implementing advice procedures for your online customers, the adviser or for hybrid advice in the omni-channel. A major advantage not only for the financial institution, but also for its customers.