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Retail banks – Customized solutions for investment decisions
Retail banks typically have to meet increasingly high standards when it comes to providing customer advice. Customers are becoming more discerning, competitive pressure is mounting, financial markets are growing more complex and legal regulations are increasing. Sound and efficient investment advice supported by state-of-the-art technologies can help retail banks to successfully differentiate themselves within the market.
Leading retail banks in Europe and America successfully use managed solutions based on PrimePortal from Interactive Data for their own financial advisors, as well as for customers or partners. This can help the banks save costs, boost their success in the area of investment advice and increase their efficiency. Advantages include:
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Consultancy and customized applications
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Mapping of specific advisory and sales processes
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Easy-to-use applications
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Completely integrated portfolio applications
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Extensive international financial market data
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State-of-the-art chart analysis and financial information search
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A flexible market data platform which can form the basis for rapid, cost-efficient implementation
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Support for the latest regulations, such as MiFID
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Hosted solutions with high security and availability standards
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Customized permissioning, entitlement and reporting for cost controlling purposes