Wealth management customers have high expectations of their bank’s products and services. At the same time, legal regulations and documentation requirements are becoming increasingly important for banks, while internationalisation and increased competition are reducing margins. Ultimately, the digital transformation is in full swing and business models as well as services need to be updated and adapted to new technologies and customer expectations
With our ready-to-use products and modules, you can offer your wealthy customers modern, digital services for mobile banking or financial management, thereby creating greater customer loyalty. In addition, we support your relationship managers with legally compliant software solutions for professional 360° consulting.
Coutts & Co. is one of the leading banks in private banking and wealth management. With their modern and comprehensive digital offering, Coutts is taking a clear leading role in the private banking landscape.
With their online offering Coutts provides to its customers a fast, secure and easy way to manage their finances. With mobile and tablet banking the customer has access to their accounts and portfolios anywhere, any time.
With this new digital offering, Coutts gives their customers the advantage of making payments with their mobile or tablet. In addition, features such as news and insights and the ability to send personal messages to their customer manager are also offered. Customers can set personalised notifications via SMS or email in order to, for example, check their account balance or conduct transactions of a particular amount.
online banking logins in 2014
transactions per login
In 2014, Coutts achieved a high acceptance rate of 57% for their online banking platform. Typically for private banking, this average is a mere 40%. Of Coutts’ E-Banking users, some 81% were active during the three months surveyed.
Société Générale is one of the most important commercial banks in France. Read more about how CREALOGIX helped Société Générale to successfully build up their digital bank.
Société Générale wanted to differentiate itself from its competitors with a new digital solution. On the one hand there was a demand that the core banking system remain independent. On the other hand, the bank wanted an improved and more modern design. Security played a further important role: It was important that the stringent security requirements for its digital bank should be able to be fulfilled by the same provider.
The bank’s requirements were also driven by cost efficiency, an agile and flexible roadmap, and the potential for simple integration into the back office system. Furthermore, Société Générale places a high value on innovation and differentiation from its competitors. These were just some of the reasons why Société Générale chose CREALOGIX.
With the Digital Banking Hub from CREALOGIX, Société Générale received a tailor-made online banking system. With its extensive functional scope, Société Générale offers its customers a unique banking experience. Personal notifications, news read-outs, co-browsing and both the traditional and share trading module round-out the entire programme package.