Comprehensive solution designed to support activities by customer support agents and managers to propose and sell banking products and assist individual customers in planning, executing and monitoring their financial investments.

Financial consulting service is progressively going beyond traditional boundaries, to reach all financial forms that investment assets can assume today, to fulfill basic requirement of well diversified asset allocation.

Our solution supports planning and execution of commercial activity (under branch salesperson initiative or in executions of centrally designed campaigns), proposal of new products (up to print-out of commercial proposal), verification of customer risk propensity (MiFID questionnaire), the attribution of a consistent Asset Class (benchmark portfolio) and finally investment products that fulfill all customer requirements related to profiling and Risk/Performance expectation.

Our solution works under in full multi-channel architecture.