By outsourcing IT services, your private bank can maintain core staff while
using the outsourcing provider to absorb fluctuations in staffing needs, thus
providing a flexible, cost-effective way to handle market cycles.
Equipped with our strong domain expertise in the financial services industry,
i-flex® is rightly poised to deliver comprehensive, custom-built IT
solutions to private banks.
We can help you:
 |
completely automate processes though software
application development |
|
|
| |
build the most suited applications for business processes with
cost-effective delivery models and state-of-the-art technology
|
Our private banking solutions encompass:
wealth management
Our wealth management solutions range from specific point solutions, such as
financial planning tools and contact management systems, to robust wealth
management platforms that provide a technical framework for comprehensive
wealth management.
These solutions are typically built around a central database and are flexible
enough to integrate with any in-house or third-party application.
Our solutions enable:
|
|
improved customer knowledge - provide technologies for account
aggregation and data consolidation, both within an organization and across
organizations, allowing financial institutions to create a holistic view of
their customers’ finances |
|
|
| |
increased advisor productivity and improved service and
communication: with features such as alerts, contact management tools,
continuous market information feeds and automated reporting capabilities
|
|
|
| |
greater consistency and control across the organization in
managing customer assets
|
|
|
| |
ability to remain competitive in the marketplace
|
|
|
| insurance
|
|
|
| |
experience in core areas of
insurance namely new business underwriting, policy, claims and billing
administration
|
|
|
| |
expertise in Property & Casualty, Life, Health &
Annuities & Reinsurance
|
|
|
| |
resources with of over 200 man years of
experience in the insurance industry
|
|
|
| mutual funds and portfolio management expertise
|
|
|
| |
analysis and management
|
|
|
| |
modeling and re-balancing
|
|
|
| |
performance measurement
|
|
|
| |
decision support
|
| Our domain expertise covers the following areas:
|
|
|
Advisor portal for prospecting and marketing |
|
|
|
Account opening |
|
|
|
Advisor desktop for account relationship management |
|
|
|
Financial planning
|
|
|
|
Portfolio management
|
|
|
|
Wealth management platforms |
|
|
|
Client reporting |
|
|
