Our Investor Management module lets you organize your contacts and opportunities in one simple portal and prioritize your interaction to stay in touch easily and efficiently. Organize client profiles, tasks & appointments, leads & contacts, client onboarding, and more.
Currently, we are going through a complete redesign of the company. We are indeed digitalizing a lot of our operation and implementing new digital channels, using a lot of RPA solutions, and guaranteeing that our clients have the possibility to have better servicing on their own – have better communication with their relationship managers.
CFO | Julius Baer