The Bank already provides Non-Discretionary investment management services to its retail clientele through its branch network, which utilises the FMS/IMSplus Retail Investment Solution. The Bank expands its offering by providing Advisory and Discretionary Wealth Management services to its middle and top tier clients, by extending the use of FMS/ IMSplus. The key factors in the Bankâs decision were the solutionâs proven functionality and cost effectiveness, coupled with PROFILEâs team established track record in project delivery.
FMS/IMSplus Personal Banking will be extended and deployed with enriched functionality to accommodate the increased requirements of the Prestige (Gold) service thus empowering the Bank to provide a full spectrum of Wealth Management Services to its clientele including a wide range of products such as Greek and International stocks, bonds, mutual funds and ETFâs, fixed income, FX, currency and derivative products. The total solution can be connected seamlessly and in real time to the local and international markets and trading venue systems in order to support fast and risk-free services of the highest quality for the Bankâs clients. At the same time, the systemâs architecture, scalability and expandability further reduce the Bankâs operational cost while improving overall price/performance indicators.
PROFILE is continuously improving the range and depth of its solutions to ensure the maximum possible return on investment for its customers while achieving their business objectives.