While the retail sector is stable if not shrinking, private banking is growing constantly in terms of both quantity and quality; at the same time customers are becoming increasingly sophisticated, demanding all-round consulting services offering everything from optimal tax treatment to related services.
This is why banks are working harder to offer solid certainties for their customers’ assets, offering forms of management that take advantage of the best opportunities on the market and proposing optimal investments.
It is for this reason that, in their day-to-day activities, Private Banking consultants need an overall vision of the customer’s exact position, the market and the bank’s offering.
But this kind of information frequently comes from different sources and several steps are required to obtain it, often without obtaining an accurate overview due to a lack of advanced dynamic analytic tools.
This is the scenario in which the FINCONS GROUP designed and developed an initial solution in collaboration with a primary Swiss bank, subsequently offered to the market under the name “Private View”.
Private View is an electronic desk created specifically for professionals in the fields of financial or global consulting services: a flexible tool capable of offering all the information the consultant requires at the same time.
The Private View solution is based on a framework created for the purpose by the FINCONS GROUP which speeds up implementation of new functions and applications completely different from those now available in the system.
Private View further demonstrates the consolidated banking experience, professionalism and the added value the FINCONS GROUP offers the sector.
Private View may be purchased as a fully-fledged product and adapted to suit the specific needs of each bank’s consultants.
The FINCONS GROUP’s framework may also be used independently of the Private Banking solution as a tool for rapid development of web-based solutions drawing on a consolidated technology recognised all over the world.
The FINCONS GROUP’s skills, consolidated know-how in processes and experience in banking are not limited solely to the specific area of Private Banking or the web, and may be applied independently of the companies’ technological choices.