Personal Advisory with Comarch Wealth Management

Comarch Wealth Management empowers financial institutions that offer personal advisory service to their customers by enriching their advisors with a robust solution fulfilling their every-day needs, and keeping their customers in the heart of the investment processes.

If your business is driven by relationship-building, or wealth managers for whom personal interaction with end-customers is of the highest importance, Comarch Wealth Management is here for you. With it, you can accelerate your internal investment processes and deliver excellent experience for your employees while keeping the personal advisory service customer-oriented and of the highest quality.

Key benefits

How does Comarch Wealth Management drive efficiency of relationship managers while keeping the personal advisory service at an excellent level? Key ways include consolidated customer picture integrating accounts, holdings, KYC data across different sources in one view, or end-to-end process supporting the whole personal wealth advisory cycle from investment onboarding through risk profiling to portfolio set-up and regular rebalancing.

Other ones include automated suitability, sustainability and pre-trade health checks, guided flows adjusted to different customer segments and business roles, or personalized recommendations powered by optimization engines, including AI. On top of that there’s support for prospecting and analyzing customer sales potential, ongoing monitoring and reporting available “on-the-go,” and automated CTAs helping focus on what really matters.

Business case study

A typical usage scenario of wealth management platform in personal advisory service is divided into four stages. The journey works in a self-propelling loop that ensures constant improvement of customer financial well-being and enforces lobg-lasting engagement of customers and RMs. This process is coming round and evolves together with customer financial and personal lifecycle as well as ever-changing market circumstances.

Comarch Wealth Management supports client serving loop in each and every moment of the client-institution relationship. If your institution wishes or struggles to improve any of the lifecycle elements, CWM is there to make it happen.