Oracle FLEXCUBE for Wealth Management

PRODUCT DESCRIPTION

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.

KEY BENEFITS

Oracle FLEXCUBE helps wealth management providers:
  • Offer self-service capability to customers to help them achieve their financial goals
  • Manage front- to back-office investment lifecycle from dealing with products through clearing and settlement and accounting
  • Enable relationship managers improve cross-sell/ up-sell and customer service

RELATED KEY OFFERINGS FROM ORACLE

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Introducing Oracle FLEXCUBE 12.0