Staying focused and saving time
Advent Office will be plugged on top of the existing system at the bank. Extracting relevant client and portfolio data and fully integrate with the current workflow, the powerful reporting and CRM capabilities will help client relationship managers to provide better service to their clients. âAdvent Office will save us alot of time and help us stay focused. Managers can quickly receive all the summary information they need in one place in order to know exactly where they stand at any point during the day. However, most importantly, the monthly, quarterly and year-end reporting will now be produced at a fraction of the time that it used to take.â says Charles du Marais, Director at Banque BonhÃ´te.
Objective: Truly superior client service
Banque BonhÃ´te manages both discretionary and non-discretionary portfolios. The size of the portfolios ranges from about half a million to more than 50 million Swiss francs. âOur objective is to offer our clients truly superior client serviceâ, says Mr. du Marais. âOur investment strategy is based on three main principles: diversification, quality investments and risk management. With the automation that the Advent solution will bring to the bank, specially for performance reporting, we will have more resources available to analyse and make high quality investments for our clients.â
Attracting more assets and new customers Advent offers flexible client reporting capabilities combined with CRM functionality that the bank needs to deliver top quality and personalised customer service. Banque BonhÃ´te is expecting a rapid client growth. âThe solution will allow us to further strenghten our client relationships and provide highly professional portfolio reporting to our customers. Having more resources available to our investment managers, I am confident we will also combine that with a winning investment strategy that will attract more assets from existing and new customers.â Concludes Mr. du Marais at Banque BonhÃ´te