The requirements for qualitative financial advice are extremely high. With regulatory and other statutory requirements on the one hand and increased customer expectations on the other, customer advice in all sectors – whether it’s retail banking, corporate banking or private banking – is becoming more time-consuming and cost-intensive. Banks need to ensure that they optimise their value creation and processes to guarantee their competitiveness.
With our innovative software solutions from the CREALOGIX financial advisory range, we support the implementation of MiFID II-compliant advisory processes, your customer advisers’ personal advisory conversations and hybrid omnichannel consultation. The quality of your advice, your efficiency, your value creation and ultimately your customers all benefit from this.