DECISION-MAKING
SMART for Wealth Management™ 3.0 is the dynamic decision-making platform designed for bank executives
SMART for Wealth Management, is an innovative IT solution and dynamic decision-making platform designed for bank executives to know the profitability of the various activities at all times. Having a synthetic view, focused on the essential information, is essential for steering the transformation process of financial institutions. “Today, the transformation must go much faster than in the past, with almost immediate follow-up,” emphasises Cédric Aeberli, CEO of Integraal Solutions in Les Acacias, the developer of Solutions for Finance 3.0.
The data exists, but is everywhere.
This suite processes the data that bank managers need, regardless of its source, an Excel spreadsheet or a standard banking solution on the market (Avaloq, Apsys, Olympic, Allocare, Equalizer, etc.). “Solutions for Finance 3.0 can be integrated on all common platforms. But the sources that it can exploit are much broader. A CRM system, for example, is as much a source of data for us as information from the front or back office.
Solutions for Finance can therefore also be a sales support. It all depends on what the client wants to do with it, the functionalities he wants, and the possibility of presenting the same information in several different ways, depending on the user,” insists Cédric Aeberli.
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SMART for Wealth Management
The decision-making platform for the new generation of private banks
A complete decision-making solution for key players in private banking and new generation asset managers.
By deploying a banking Data-HUB connected to the main banking solutions on the market, SMART for Wealth Management brings a common vision and language to the teams. Whether for the CFO, CEO, COO, Controllers, Relationship Managers, Risk, Compliance or operational teams, the indicators are shared and common. A single, universally accepted understanding to support strategy and organizational transformation: this is the challenge of a global data platform. The applications are ready to use, dynamic, interactive and enable the famous next question to be answered. Self-service BI is now a reality, allowing teams to create their own applications, visuals and analyses while taking advantage of the countless possibilities of storytelling.
Want to know more? Click here to arrange an online session with our experts.
