Taking Wealth Management to the Next Level: Introducing a Cutting-Edge Mobile Advisory Solution for Comprehensive Client Advice
The new platform enhances the dialogue with clients as it allows direct analysis of their current portfolio, simulations of investment proposals based on a number of optimisation aspects while simultaneously calculating their risk and ensuring compliance with regulatory requirements.
Even in the digital era, client advisers remain at the core of the client relationship. For this reason, Deutsche Bank is now providing its advisers with a powerful digital “robo assistant”.
“Our emphasis is on advisory services, and this is the focus of the new platform as well. It enables us to provide our clients with comprehensive advice at any time, anywhere, to optimally incorporate our advisory services into their portfolios and to run through various scenarios with them directly,” explains Peter Hinder, CEO of Deutsche Bank Switzerland and Head of Wealth Management EMEA. “The fact that we are launching this platform in Switzerland further underscores our commitment to the Swiss market.”
The application is based on the Avaloq core banking platform and is connected to the risk engines and portfolio systems of swissQuant via its technical interface (API). Deutsche Bank developed the platform in conjunction with these two established partners.
The new platform is being launched in Switzerland within the context of Deutsche Bank’s global wealth management growth strategy. Investments in client-facing technology and the hiring of new client advisers are key elements of the growth strategy.