Launch of version 3.2 of our SMART for Wealth Management™ decision-making software

Launch of version 3.2 of our SMART for Wealth Management™ decision-making software

After more than 300 days of development, version 3.2 of SMART for Wealth Management, the decision-making software for private banking is now available. It allows us to better meet our customers’ expectations with an improved user experience and even more functionalities.

The Data Integration Framework has been the focus of our attention. It has a new standard OLYMPIC Banking System connector, fully supported and maintained by ‘Eri Bancaire’, our strategic partner since late 2018. It also allows for multi-instance management. The GDMMR (Global Data Mapping Management Rule) functionality ensures the creation of a global Data-HUB grouping several independent ‘Frameworks’.

Furthermore, data quality is a crucial element. And we have been aware of this for a long time! The Data Management module therefore has more than 700 business, consistency and integrity checks for an even more refined management of your data.

In terms of user experience, the Corporate module includes several new applications. These include the management of documentary suspense, the introduction of a ‘Private Banking Summary’ and a ‘Rating’ approach to risk management.

We also focused on the ‘Collaborative’ module. It responds to our users’ need for independence and autonomy. Increased mobility and the ability to create new applications directly by the business lines: these are all the ingredients necessary for the daily management of your activity combined in a single solution.

The ‘Collaborative’ module integrates the entire ‘Corporate’ data repository. Thus, more than 300 standard components are based on the same criteria of quality and availability.

We are very proud of the fact that we can and will go further. We capitalise on a recognised eco-system of renowned partners who trust our experts and our products.

Do not hesitate to contact our teams for a complete presentation of our control solutions.

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SMART for Wealth Management

The decision-making platform for the new generation of private banks

A complete decision-making solution for key players in private banking and new generation asset managers.
By deploying a banking Data-HUB connected to the main banking solutions on the market, SMART for Wealth Management brings a common vision and language to the teams. Whether for the CFO, CEO, COO, Controllers, Relationship Managers, Risk, Compliance or operational teams, the indicators are shared and common. A single, universally accepted understanding to support strategy and organizational transformation: this is the challenge of a global data platform. The applications are ready to use, dynamic, interactive and enable the famous next question to be answered. Self-service BI is now a reality, allowing teams to create their own applications, visuals and analyses while taking advantage of the countless possibilities of storytelling.

Want to know more? Click here to arrange an online session with our experts.