Private banking
Contact : contact@ineum.com
The private banking market is subject to several challenges which the financial institutions have to respond to:
- Customers are increasingly seeking real financial advice and tailored solutions; for the banks, this requires an effort of innovation in terms of services and management of customer relationships management.
- Technologies must be used to facilitate communication, strengthen confidence relationships with clients, and underpin these preferential relationships, whilst guaranteeing data security, integrating latest technologies and developing flexible, functional architecture.
- The aim of profitability must be maintained, by speeding up the return on investment, reducing operational costs and developing flexible structures based on variable costs.
- The players from private banks must comply with new regulations, which requires adaptation of their information system.
The Ineum Consulting teams assist the players from private banks (dedicated branches/subsidiaries of non-specialised banks, subsidiaries of own-brand non-specialised banks, private bankers, and asset management companies) in implementing their strategy in France and abroad.
Examples of achievements:
- Re-engineering the back-office of a private bank and discharging suspension cash & securities, for a major French bank.
- Studying business ethics platform for the Group needs, for a major French bank.
- Defining and setting up an asset management channel, for a mutual bank.
setting up an integrated CRM solution, for a major US bank. - Creating a remote offer for a private banking customer base, for a major French bank.