Private Banking Solutions
Private Banking Solutions – Value Services for Valuable Clients
How are important customers acquired, retained, segmented and made more profitable?
How can you improve Know Your Customer practice (KYC) and implement cost-effective anti-money laundering processes?
Face challenging markets, rising competition, increased regulations and customer sophistication with Raqmiyat’s private banking solutions in partnership with Odyssey Financial Technologies.
Triple'A Plus™ modules are supplied as part of packaged solutions or individually to provide specific functions within a private banking organi¬sation’s existing IT infrastructure. The solution integrates seamlessly with external systems with the help of sophisticated integrated middleware and caters to portfolio and relationship management profiles.
- Triple’A Plus™ for Relationship Managers
- Triple’A Plus for Portfolio Managers
Triple’A Plus™ for Relationship Managers
Empower your relationship managers serving private high net worth (HNW) and ultra high net worth (UHNW) individuals meet their revenue and profit objectives.
Automate compliance/due diligence procedures so that they can spend more time serving existing and prospective customers.
Acquire customers and raise service quality.
Take advantage of this solution that features a combination of portfolio management, customer relationship management, compliance and advisory functions that support most of the daily business activities of relationship managers.
Enforce compliance with anti-money laundering and automate account opening processes.
Store sensitive data in a single, secure and encrypted repository.
The solution has the following modules:
- Portfolio Management and Analysis
- Customer Data Management and Account Opening
- Task and Interaction Management
- Customer and Portfolio Monitoring
- Investment Profiling and Proposal Generator
- Portfolio Risk (Option)
- Advanced Performance Analysis (Option)
Triple'A Plus™ for Portfolio Managers
Empower your portfolio managers by automating the invest¬ment process, focusing on “exception management” and achieving maximal investment performance through:
- Increased productivity with increase in the number of portfolios managed
- Portfolio modeling and rebalancing
- Online valuation with flexible tools
- Advanced analytics
- Real-time portfolio and investment information
- Single integrated platform
- An intuitive user interface
And lower costs of ownership.
It includes the following modules:
- Portfolio Management and Analysis
- Portfolio Rebalancing
- Customer and Portfolio Monitoring
- Portfolio Risk (Option)
- Advanced Performance Analysis (Option)
