Wealth Management and Private Banking Systems Report from IBS Intelligence provides everything you need to know to make a fully qualified selection decision. It is an indispensable tool for banks, as well as consultants, integrators, analysts and suppliers themselves.
The report profiles the specialist core systems for Private Banking / Wealth Management and the universal offerings that are sufficiently strong to compete with the ‘best of breed’ offerings. It also analyses the delivery records of the vendors and their offerings, and the criteria for success and failure.
There is direct input from users, sharing their experiences.
The report explains which systems are suitable for which areas of medium and high net-worth banking. For instance, some are suitable for multi-site configurations from a single hub, some support extensive portfolio management, some are better suited to interface with a third-party system for this area.
The report details the following:
- The origins and evolution of the systems
- Each system’s functionality, technology and scalability
- Each system’s and supplier’s strengths and weaknesses
- Extensive lists of users and their locations
- The delivery track-record of the suppliers
- The future direction and product roadmaps
The cost, risk and lost opportunities from a poor selection decision and failed or partially failed project cannot be under-estimated. Investing in this report is the best possible risk mitigation.
If you are from a Bank, make the right Financial Technology Supplier selection by reading this report. If you are a Financial Technology Supplier, understand the market better and be more competitive. If you are a Consultant, advise your clients more knowledgeably. And if you are an Investor, use this to make the right investment decision.
