Comarch Wealth Manager – App For the Richest

24 March 2014

Bartosz Czyż, Consulting Director at Comarch speaks about the HNWI customer segment and the Comarch Wealth Manager application.

Can we already speak about a new way of handling the wealthiest customers?

HNWI segment customers like all other ones follow the same rule: more, quicker and in the easy way. Due to the busy lifestyle and globalization of services, these customers are the natural beneficiaries of mobile technologies. They operate in different regions of the world, travelling a lot. Such a mode makes standard forms of communication i.e. traditional mail and email less useful, while dedicated applications for smartphones or tablets are becoming more and more important.

Right, so can we say that there is already some specialization in the area of ​customer ​communication?

Exactly. That is why Comarch has decided to extend its Wealth Management platform with a new module. Our latest idea is the Comarch Wealth Manager application available on iPad.

Is the solution targeted to HNWI customers?

Yes. Comarch Wealth Manager is a response to the needs of private banking and family office customers. The application is designed to easily and transparently aggregate key information about customer assets available both online and offline. It allows to gather information on physical assets such as property, valuables, securities as well as investments and insurance policies. The user can define individual asset attributes, adding descriptions, photos, documents and contacts associated with them. There is also a possibility to analyze cash flows including incomes and related costs by each asset category.

How does the application work with other systems of private banking and Wealth Management?

It is based on full integration with private banking/wealth management systems. The app allows for collecting and aggregating data from various sources, e.g., information about funds gathered on a bank account, securities account balances and customer own assets (e.g., art, luxury goods).

Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development