Private Banking

The evolution of the discerning customer with sophisticated needs has created a unique opportunity for wealth managers. Oracle for Financial Services can help enterprises service their high net-worth customers through superior CRM; dynamic asset allocation; and comprehensive, easy-to-access portfolio analyses.

Oracle's tailored solutions for private banking enable banks, financial institutions, and other wealth management service providers to deliver both self-directed and adviser-driven wealth management solutions to their customers.

These sophisticated products offer rich features, including multi-dimensional analysis, that help wealth managers offer expert and customized investment advice to all their customers. Oracle solutions help private bankers and wealth managers develop integrated, comprehensive investment strategies by providing them with not just an analytical edge, but also the ability to execute the same. With automated administrative facilities, the solutions give customers direct access to their portfolios, while allowing for sophisticated asset management and allocation.

• Serve as trustworthy advisers to high net-worth customers, while creating consolidated, unified portfolios with innovative and differentiated services.
• Transform the customer from simply a source of input into an active member of the portfolio management team.
• Collaborate with customers to develop holistic, personalized investment strategies that are founded on sophisticated asset management and risk assessment.
• Profile individual customers and recommend financial plans by incorporating model portfolios.