MediBankâs corporate strategy centers on establishing a unique, attentive and personal approach to investing with each client. The bank sought to improve the quality of its client-centric investment advice while maintaining the privacy and discretion valued by their clients, by consolidating data and the number of systems necessary to run its business processes. MediBank selected SunGardâs integrated Ambit Apsys Private Banking and Ambit CRM solutions to help it centralize data, improve straight-through processing and protect confidential client information. By implementing a single system to gain a holistic view of its clients, MediBank is able to better focus on its core competencies in client profiling, investment strategies and client service.
âSunGardâs Ambit Apsys Private Banking and Ambit CRM solutions help us by providing a 360 degree, holistic view of our clients and their immediate investment needs,â said Christine Ehrat, director, MediBank Zug. âConsolidating our data will help us to improve our client profiling, and the solutionâs integrated Portfolio Management System will help us implement and monitor an investment strategy for each client and improve our decision making against that strategy.â
Daniel Bardini, president, Ambit Private Banking for SunGard, said, "SunGardâs Ambit Apsys Private Banking solution helps provide MediBank with the ability to reduce the complexity of their operational processes and the time necessary to manage them. In turn, this will help the bank improve client centricity and meet client needs.â