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Comarch’s solution that supports affluent clients in creating and managing their investment policies won the “Best Wealth Management System” title for Central and Eastern Europe at this year’s award competition organized by the Global Banking and Finance Review magazine.

Comarch Wealth Management consolidates information and issues on all assets belonging to affluent individuals or families. By efficiently analyzing vast amounts of data, it helps financial institutions provide a full scope of wealth advisory processes for most prominent clients. ‘Defining savings or pension goals, selecting appropriate investment strategy, choosing a tailor-made product portfolio…this is just a beginning of what our system can do’, says Anna Sacha, Business Solutions Manager at Comarch’s Financial Services division.

But the system’s true strength lies in the fact that it acts as a reliable companion being able not only to adjust to investor needs and objectives but also anticipate them.

‘What makes the solution unique is its combination of smart algorithms powered by AI and big data, which are responsible for personalized investment advice. Another strength is a disruptive interface coming in many forms – from virtual reality up to voice-controlled chat bot. Not only does the solution provide robo-advisory functionality, but also complements the offering with investment-related instant messaging and client behavioral analysis based on data retrieved from social media’, stresses Wanda Rich, editor at Global Banking & Finance Review.

Global Banking & Finance Review is a leading online and print magazine devoted to sectors such as Banking, Technology, FOREX Trading, Asset Management, Corporate Governance, Project Finance, Tax and Accounting, and more. The magazine’s awards honor institutions that stand out in their particular area of expertise in the finance industry.

‘Comarch’s professionalism, commitment to client relations and state-of-the-art software deliver maximum value and consistent user experience strengthening the client-advisor relationship’ summarizes Wanda Rich of Global Banking & Finance Review. ‘We look forward to seeing further growth and industry-leading solutions from Comarch in the years to come’.

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