Comarch Wealth Management - Stock Portfolio Management Software
Comarch Wealth Management Wealth management software
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Introduction

  • Solutions Banking Comarch Corporate Banking Comarch SME Banking Comarch Trade Finance Comarch Factoring Comarch Cloud Factoring Comarch Wealth Management Comarch Business Intelligence for Banking Comarch Loyalty Management for banking Comarch Loan Origination Comarch Asset Management Comarch Custody Cyber Security solutions Insurance Comarch Open Platform
  • Banking Comarch Corporate Banking Comarch SME Banking Comarch Trade Finance Comarch Factoring Comarch Cloud Factoring Comarch Wealth Management Comarch Business Intelligence for Banking Comarch Loyalty Management for banking Comarch Loan Origination Comarch Asset Management Comarch Custody Cyber Security solutions
  • Comarch Business Intelligence for Banking *Comarch Wealth Management platform stems from a unique combination of functions supporting traditional, personal way of maintaining the bank-client relationship as well as digital and innovative approach towards wealth management services and offerings. Personal investment advisory or portfolio management, hybrid or fully automated robo-advisory conducted with the help of AI engines – depending .

description

  • Comarch Loyalty Management for banking
  • Comarch Commission & Incentive
  • Comarch Loyalty Management for Insurance
  • Comarch Business Intelligence for Insurance

High-touch and high-tech in wealth management: striking the right balance

  • Digital vs
  • traditional channels – what is the right balance?
  • Is wealth management still lagging behind other industries in terms of digitization and client-centricity?
  • How do banks start embracing the robo technology?
  • AI algorithms in finance, digitalization, the robo technology: the hot trends of wealth management
  • How to react as an investment advisor when the markets are plummeting
  • Why you should expect less from AI algorithms in finance
  • Can you predict which mutual funds will do better than others? By submitting this form, you give us access to your personal data Read about: The processing of your data by companies of the Comarch Group and your rights as the data subject

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