ORIGIEN Next-Gen Digital Infrastructure
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Industry SolutionsWealth Management System for a Joint-Stock Commercial Bank
The private banking module within the bank’s retail business segment marked the beginning of a more specialized and refined approach to serving affluent clients, and is also a key area for strategic transformation and innovation. It includes exclusive investment accounts and remote banking services.
As a critical marketing and service support platform, the wealth management system was optimized to improve financial advisor efficiency, facilitate easier product management for product managers, enhance banking service standards, and improve the overall client and user experience.
Deployed a dedicated investment account system for private banking and introduced fund product sales. Optimized asset allocation solutions and delegated transaction authority to private banking branches to streamline approval processes online.
Added investment metadata maintenance features and enabled direct integration between remote modules and the outbound virtual banking platform.
Developed features for payment limit restoration on orders, improved product valuation data input, and enabled export of reconciliation results.
These upgrades improved financial service delivery, boosted advisor productivity, and enhanced the client sales experience across the board.
Established an asset-allocation-based model to drive bundled product sales. Intelligent product recommendations enabled precise marketing. Sales process controls were implemented to mitigate compliance risks. Flexible search, intelligent display, and customer targeting tools empowered advisors to identify prospects efficiently. Personalized news feeds and email alerts improved access to market intelligence, enhancing both the advisor experience and sales success rate.
