Financial Decision Support
Investment Strategies & Client Consulting
Banks and financial sales organisations are increasingly confronted by the challenge to set themselves apart as a partner to their clients by means of service and quality In recent years, online banks and internet trading have been employed increasingly as an alternative to classic consulting, since the Internet provides the client with an overview and detailed knowledge of investment options and business developments. The client is well informed using this broad information, and is able to make decisions. He selects providers based on terms & conditions, speed and broad functionality. In just a few years, this development has materially affected the securities trade as a form of investment.
Financial service providers therefore place particular emphasis on the quality of their own advice, in order to convince the client of the added value of a proposed investment by means of quality and information. Particularly during, and also after, the financial crisis, the form and content of the advice and the sequence of rationales leading from good information to a profitable action all play a central role in winning over and retaining the client, and also in supporting the sales process itself for efficiency and results.
We provide banks and financial sales organisations with support for their strategy, in order to support the client advisory process in the long term and in a meaningful manner, to retain the client and to assist him in his investment strategy, by fine-tuning to his unique interests and needs. Either the need for new action is identified, or the client is confirmed in his existing approach. The bank or financial sales organisation can now overlay its own strategy and therefore support its own investment objectives in consideration of the client requirements.
Blend market dynamics within the client advisory services
We support the advisor's selling process by preparing recommendations for action based on neutral reporting, such as that found in daily newspapers and technical media.
The Bank and financial sales organisation support the client in the search for, and identification of information with straightforward and efficient access to news which assesses concrete investment products, or explains situations and relevant business events. This may then be used to develop appropriate actions, such as the purchase or sale of a particular security. The semantic processes underlying this solution aspect are able to simply and efficiently view and classify large amounts of editorial content, and to present this to clients in a manner consistent with their own investment strategy.
The financial services provider now has the ability to differentiate itself from competitors with features which will have a positive impact on customer acquisition and retention, and will markedly support transactions generated at the point of sale.
