ICBI-IIR : the 19th annual European Clearing & Settlement
from 2012-06-27 to 2012-06-28
read moreAFME European post-trade conference
from 2012-05-16 to 2012-05-16
read moreMarket Force : The Future of Clearing & Settlement
from 2012-03-14 to 2012-03-14
read moreMarcus Evans : 14th Annual Clearing and Settlement
from 2011-09-05 to 2011-09-07
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2012-04-26
SLIB OMS connected to Equiduct
2012-02-24
SLIB, partner of L’AGEFI Séminaires "General Meetings 2012"
2011-11-08
SLIB unveils its new middle office workstation for brokers
2011-07-20
Two new customers for SLIB CRMS
2011-04-28
SLIB at AFME European Post-Trade Conference in London
"We wanted to provide our subsidiary with state of the art technology for portfolio management without having to implement an IT infrastructure in our own premises, and SLIB knew how to answer our needs in a highly responsive manner. "
Vincent Burgraff, Head of IT and Organization at Fideuram Bank (Luxembourg)
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SLIB unveils its latest solution for private banking: SLIB Wealth Advisor
2009-11-04
SLIB provides its expertise to Private Banking players with an innovative offer: SLIB Wealth Advisor.
SLIB Wealth Advisor is an intelligent platform designed to help customer advisors monitor and enhance the relationship process with their clients and facilitate the sale of the best suited products and services. This highly specialised banking tool is able to synthesise large amounts of information and complex business alerts coming from the bank's various operational systems in a simple, transparent manner: positions, portfolios, available cash, compliance, order books, market information, etc. SLIB Wealth Advisor brings real added value to the management of client relationships.
SLIB Wealth Advisor enables the bank to:
- Optimise sales activities by combining quantitative, qualitative and behavioural criteria to ensure the required level of compliance;
- Coordinate the activities of Account Managers by activating relevant indicators and typologies (field sales, business development, etc.) to assess the respective contributions and the right remuneration;
- Monitor the results of the sales processes by comparing results with targets in real time to estimate the economic viability of operations.
SLIB Wealth Advisor is a Rich Internet Application (RIA) that can be activated via a standard web browser.
SLIB Wealth Advisor is more than just software: it is delivered already populated with a set of business rules applicable to Wealth Management:
- Initial professional content (rules, processes, standard portfolios, etc.) is enriched with client segmentation information and the particularities of each establishment.
- SLIB Wealth Advisor aggregates offers, products, services, regulations, targets and operating processes.
SLIB Wealth Advisor adds an additional facet to the SLIB software portfolio for private banking: the ability to assist the decision-making process. Combined with the operational efficiency of SLIB Portfolio Manager, coupled with SLIB OMS* for Straight-Through Processing of customer orders: SLIB Wealth Advisor ideally completes the SLIB offer for Private Banking.
Véronique Boizard, SLIB Marketing manager declares: "Risk and cost control, operational excellence, compliance with the latest regulatory evolutions and the development of innovative sales strategies to retain customers represent today's challenges for the private banking industry. The SLIB offer empowers private bankers by providing them with innovative tools to meet these challenges".
* Order Management System