Are you a bank or a wealth management company looking for a solution to optimize the work of your advisors and engage your customers with investment products?

If you use a legacy or an in-house made solution you may not necessarily experience real automation of advisory processes, or increase customer wealth, which can ultimately block the growth of your business.

We will help you strengthen your clients in increasing wealth.

Comarch Wealth Management is an integrated, multi-module cloud-enabled platform that allows you to give the finest investment advice to all your clients, regardless of their segment: retail, mass affluent or HNWI, and their moment in life.

• We turn a poor employee experience into a strong one by guiding your staff on their way
• We say “no” to the lack of self-service and robo-advisor tools and let your clients take the reins
• We question “one size fits all” approach and help you deliver a tailor-made service
• We bid farewell to shaky investment advice, with tools that make it first-rate each time
• We make hard-to-reach advisors a thing of the past – think remote interaction, instant messaging and paperless service

Learn more about our solution https://www.comarch.com/finance/banking/comarch-wealth-management/