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Advice Communication
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Private Banks
Increasingly High Expectations and Regulatory Requirements
Private banks are facing increased competition from incumbent actors with a strong digital footprint, tighter regulatory requirements, and increased client expectations. To keep up, private banks must increase the digital footprint of their services. Enhanced digital services can also reduce the operational costs of low value-adding services and allow private bankers to dedicate more time to your most profitable services: spending more time with your wealthy clients. Gambit's solutions are built to allow private banks to effortlessly automate low-value adding activities and provide their demanding clients with state-of-the-art digital services. Gambit's solutions were designed specifically to address the evolving banking industry, and we have successfully helped our clients overcome the challenges they were facing.
Our clients are often faced with:
High Cost
High cost of providing financial advice.
Need for Digital
Clients who expect more digital interaction.
Personal Contact
Clients who, nevertheless, often value personal interaction with a human advisor.
Follow-up
Difficulty to follow-up and get customer validation of the provided advice.
TYPICAL SOLUTIONS
Financial advisors and wealth managers- Often have difficulty distributing rebalancing advice to a large audience. Furthermore, customers often don't take immediate action so following up with a personalised explanation is necessary. Our solution allows the automation of advice, without diminishing the added value of the advisor, who can still adapt, personalise or stop the advice coming from the Head Office.
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Self Guided
With our self-guided solution, you can enable your clients to set up their portfolio by themselves online. The simple user interface prompts investors to determine their risk profile and select portfolios that match it. Investors can compare simulations before making a final decision and they can track investments digitally. This white label discretionary management solution can be implemented in just a few months.
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Advisor Guided
Our advisor-guided solution provides seamless end-to-end management of the client relationship, whether your client is sitting next you or checking his investments online. A simple on-screen dialogue guides clients through portfolio options and helps them define their objectives. You can support their decisions by simulating proposed portfolios. Once the portfolio is set up, clients can monitor their investments online or use the website to arrange further meetings.
USE CASE
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