Banca Consulia selects the OLYMPIC Banking System ADVISORY solution

24 October 2016

ERI unveiled its new technological platform developed for Banca Consulia, an independent financial advisory bank, at a presentation in Milan. The OLYMPIC Banking System ADVISORY solution meets financial adviser requirements, features an in-depth client knowledge base and delivers an optimal browsing experience. 

The new platform empowers Banca Consulia to innovate and consolidate its unique approach to premium advisory services, using cutting-edge technology. The solution was developed by factoring in financial adviser needs and draws on straightforward and reliable technology to significantly enhance the advisory process. Users can quickly and easily navigate between overviews and more detailed presentations of data and readily obtain key information.

According to ERI Lugano’s Director, Ricardo Pinto: "The advisory model created and implemented by Banca Consulia complies with all the obligations of the MIFID II Directive, which should take effect in Italy early 2018. It was this that convinced us to develop an innovative platform which will give Banca Consulia significant competitive edge in the market. High-level technology is used to provide a flexible and cost-effective solution suitable for financial institutions of all sizes. Advisory is an innovative application and this is due in no small part to the digitalisation of the solution. We are extremely happy and proud of our new solution".

Banca Consulia’s Managing Director, Antonio Marangi, also went on record stating: "Banca Consulia stands for a new concept in banking, based on enhanced advisory services where people, namely clients and employees, take centre stage. ERI has developed a platform for us that entirely meets our requirements: to implement a top-to-bottom digital transformation and to streamline and simplify all advisory processes. ERI’s platform delivers a premium and comprehensive digital experience to Banca Consulia advisers and clients. This enables us to devote more precious time to building relationships, which is essential for managing complex market environments, by analysing each client’s personal circumstances and requirements".

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