Swiss Private Bank selected PROFILE’s solutions for mobile, web banking and wealth management
A Switzerland-based Private Bank selected and is already in the process of deploying PROFILE’s integrated platform for its mobile, web banking and private wealth management operations. As part of their strategy to offer a comprehensive approach to both their (Relationship Managers) RMs and clients, the Bank selected PROFILE’s solution – following an international vendor assessment
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Editorial Team
- September 9, 2014
- 2 minutes
A Switzerland-based Private Bank selected and is already in the process of deploying PROFILE’s integrated platform for its mobile, web banking and private wealth management operations.
As part of their strategy to offer a comprehensive approach to both their (Relationship Managers) RMs and clients, the Bank selected PROFILE’s solution – following an international vendor assessment – due to its rich functionality, flexibility and easy integration with the Bank’s existing banking platform. The mobile and web private banking applications are expected to go live soon while the wealth management solution is scheduled to be implemented shortly after. This integrated implementation enables the Bank to achieve their business objectives for improved client service.
Particularly, PROFILE’s Web and Mobility platform can be white-labelled and used as out-of-the-box, turn-key solutions, integrated with any wealth management or private banking back-end system. PROFILE’s web banking application offers a series of advanced tools to support private banking operations online with high security and ease of use. Both applications offer empowering functionality such as graphic dashboards, portfolio analysis, drill down capability down to the transaction level and advisory tools. The platform also offers trading and real-time data distribution capabilities that can be provided as an option and connects to the trading and market data feed back-end systems.
