Private Banks
Private banks are facing a turning point; how to capture the largest generational wealth transfer in history while dealing with new digital natives competitors and increasing regulatory pressure.
EnvestBoard offers an end to end platform co-created with private bankers to increase advisor value and gain efficiencies for the three key stages of financial advice: building, explaining and tracking.
1. Advice construction
– Easily create customized portfolios to meet client needs
– Industrialize portfolio tracking
– Accompany and follow the sale of the portfolio
Build And follow robust guidance in line with your client's need.
2. Enhance the quality of your advice and save time
– Simplify and personalize the explanation of the advice through illustration
- External portfolio diagnosis
- Past performance and savings plan projection of the proposed advice
- Illustration in scenario
- Collaborative sales support with beneficiaries
– Suitability report
- Investment objective and client project
- Client risk profile
Simplify your consulting to increase your education and sales.
3. Monitor your advice
– Perfect your client’s experience
- Reporting
- Help in selling new advice
- Risk warning
– Adequacy of the risk profile of the portfolio and client