Wealth Management

From Data to Relationships: Innovation at the Service of Personalized Consulting

Discover the solution

Wealth Management has become a fundamental pillar of banking services. The increasing complexity of the financial landscape and evolving customer expectations require ever more sophisticated and personalized solutions. 

In this context, digital technologies are a powerful catalyst for growth, helping banks optimize processes, improve operational efficiency, and deliver a richer, more engaging customer experience. 

As part of the Group's Enterprise, AI & Data Area, ORS positions itself as a strategic partner, supporting wealth management strategies focused on growth objectives and the financial and asset management of end customers. 

The expertise gained in various areas of investment banking intersects with processes in Wealth & Asset Management (consolidation, governance, advisory), corporate and commercial banking, and solutions aimed at optimizing different banking operations processes (cash management, branch optimization). 

The Solution

Smarter Investment Decisions, Higher Service Quality

ORS's solution stands out for its ability to:

Centralize Customer Knowledge
By analyzing vast amounts of data, it allows financial advisors to obtain a comprehensive, up-to-date view of each customer's needs and preferences, facilitating the creation of personalized investment strategies.
Optimize Decision-Making Processes
Advanced analytical features enable quick and effective evaluation of various investment options, identifying those best suited to each customer’s risk profile and objectives.
Enhance Operational Efficiency
Process automation, intuitive interfaces, and advanced collaboration tools enable managers to devote more time to advisory activities and deliver higher-quality service.

At the heart of the offering is FRAMS 4.0, ORS's flagship product for financial consulting. This platform supports bankers (Private Bankers, Promoters, Retail and Family Officers) in managing client relationships, analyzing portfolios, and defining the best financial advice across different market segments.