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Wealth Management | Profitability Analysis Business Case

Leading Wealth Management with a suite of ready-to-use dynamic and intuitive dashboards directly connected with your numerous banking data such as Avaloq, OLYMPIC Banking System, Allocare AMS, etc.

Pains

  • Reports are Manual
  • Reports are Excel based
  • No transparency on calculated figures
  • Business figures are not available at all organization level (BU, Market, Entity, Desk, RM, etc.)
  • Revenues are aggregated on a monthly or quarterly basis only
  • Important analytical revenues gap
  • No analytical book-keeping to provide recurring and non-recurring revenues
  • No costs allocation to provide direct and indirect costs
  • Rewarding the commercial units is complex
  • No strategy follow-up

Gains

  • Digitalization of the Wealth Management Costs & Revenues Business Model
  • Figures are available at all level of the organization : business line, market, desk, RM, EAM, Person, Client, Portfolio, etc.
  • Automatic data integration on a daily basis (including data reconciliation)
  • Distinction between ‘new business (new customers)’ and ‘current business (existing customers)’ for all figures
  • A ‘Revenue & Cost Allocation Engine‘ allows to allocate the revenues & costs to the underlying business lines
  • Montlhy, quarterly or yearly revenues & costs such as ‘retrocessions’ for ‘business introducers, agents, EAM, etc.’ are calculated on a daily basis
  • A Recognition Engine is available to virtually attribute revenues & costs to the appropriate RM in a multi-book RM approach

Outcome & Benefits

  • Time and costs reduction to produce accurate figures
  • Common KPI (figures) definition within the whole company: a common language
  • Higher transparency to improve the business line’s strategy
  • Enhanced forecasting capabilities
  • A common intuitive and interactive end-user-experience to answer the ‘next-question’
Video about the data integration framework Video about the corporate applications Video about the collaborative applications

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