Our client is a private bank, with 11 branches across Malta offering services such as savings accounts, home loans & personal loans. The bank also provides Wealth Management services since it is licensed as an investment services firm & caters to corporate customers as well. The client was keen on selecting a Portfolio & Wealth management system that could enhance the functioning of the Wealth Management division of the bank.
The client mandated IBSi to assist with the shortlisting & selection of a best-fit Portfolio and Wealth Management System. To achieve that, IBSi carried out the following: