Savings management for optimum results

To make your money work as hard as it can, as the financial markets continue to change and to grow in complexity, it is becoming essential to find specialist investment partners. Private-banking (personalised financial and collateral) services are gaining in importance in all the main world financial markets. The leading national and international banks have developed new and increasingly sophisticated offerings tailored to reflect customer demand and financial-market trends over recent years. Taking those factors into account, a financial institution’s success depends primarily on the professional skills it offers to its customers and on its accompanying technology investments. The key to asset management is to find an investment manager that can operate at an optimal level and adapt dynamically to the vicissitudes of the financial markets and the international situation.

Reply supplies a complete package of system and personalisation services to help achieve a change programme’s overall objectives. Reply’s team of specialists assists customers throughout the project’s implementation, handling all stages of the work from design through to implementation and system maintenance.

Definio Reply is the technology solution for this kind of requirement. The Definio Reply system gathers all the information at individual customer level and puts it to good use at the hub of a professional customer satisfaction policy.

Definio Reply is the support tool that helps investment bankers to focus on the customer at all times and to enact an investment strategy that reflects the customer’s current and future needs.

Definio Reply continually monitors customers’ portfolios and portfolio aggregates, to check that the alert thresholds defined in the customer profile according to their investment requirements are not exceeded. If the thresholds are exceeded, then the system can raise automatic alerts (via email, in logs, etc.) to prompt the banker to take the necessary countermeasures.