Wealth Management

From data to relationship: innovation at the service of personalized consulting

Discover the solution

Wealth Management is now a fundamental pillar in the banking services offering. The increasing complexity of the financial landscape and the evolution of customer expectations require ever more sophisticated and personalized solutions.

In this context, digital technologies represent a growth driver, enabling banks to optimize processes, improve operational efficiency, and offer a richer and more engaging customer experience.

ORS is part of the Group's Hub Finance & Data and positions itself as a strategic partner supporting wealth management strategies that focus on growth objectives and the financial and asset management of end customers.

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

The Solution

How to improve investment decisions and service quality

ORS's solution stands out for its ability to:

Centralize customer knowledge
By analyzing a vast amount of data, it allows financial advisors to obtain a comprehensive and up-to-date view of each customer's needs and preferences, thus facilitating the definition of personalized investment strategies.
Optimize decision-making processes
Advanced analytical features enable quick and effective evaluation of various investment options, identifying those most suited to the risk profile and objectives of each customer.
Increase operational efficiency
Automation of processes, intuitive interfaces, and advanced collaboration tools enable managers to dedicate more time to advisory activities and improve the quality of the service offered.

      

ORS's flagship product in this area is FRAMS 4.0 - the unique platform for financial consulting - which supports bankers (Private, Promoters, Retail, and Family Officers) in managing relationships with their clients, portfolio analysis, and defining the best financial advice for different market segments.