Today's mass-affluent customers interact with a variety of financial investment avenues to maximize the value of their portfolios, while also seeking expert advice from wealth managers. Wealth managers, in turn, are focused on gaining greater business insight and control to maximize customer wallet share and improve cross-sell opportunities.
Oracle FLEXCUBE Private Banking transforms the way wealth management service providers serve their customers. Oracle FLEXCUBE offers a comprehensive framework for managing the entire wealth management business cycle across multiple channels and devices. It enhances collaboration between the customer and relationship manager by providing a unified view of the customer's wealth. The application provides self-service capability across a host of financial products to help customers manage their investments against their goals and risk appetite.
Built-in integration with Oracle FLEXCUBE Universal Banking provides an end-to-end, front-to-back-office solution encompassing retail banking products and helps perform clearing and settlement, nostro account reconciliation, and accounting.