Callataÿ & Wouters

High-touch customer service: Take a holistic approach towards wealth management

A 360-degree view of customer portfolios

Today’s customers demand a more holistic approach towards wealth management that focuses on all of their financial needs and assets. To service these customers more effectively, financial advisors need a centralized, 360-degree portfolio view that offers real-time information about customer assets and transactions.
A user-friendly, web-based interface helps advisors provide the high-touch service that their customers expect. Both advisors and customers can see a consolidated view of relevant portfolio data at any time. Advisors can meet clients anywhere, have full access to this information, and enter all transactions in real time. Flexible access rights make information available by advisor, user group, or type of transaction.

Support for discretionary and advisory management

Portfolio constraint features within Thaler Wealth Management automatically fulfil requirements related to regulatory compliance, to an advisor’s investment policies, or to individual client wishes. Advisors can apply these constraints to specific management models, to clients, portfolios, or securities accounts. Model portfolios, which can be market weighted, help to automate portfolio management. You can use them, for example, to generate investments or handle disinvestments and rebalancing.

Robust product configuration

Thaler Wealth Management makes it easy to roll out new products and respond quickly to changing customer demands. Robust configuration tools help managers define product features and pricing and properly position new products in the market.

Thaler’s customer-centric architecture retains all customer and stakeholder information in a single, central database- providing a 360º view of their customers and their assets in real time. “Our client base comprises corporate and high net worth individuals, each is extremely important to us and we must be able to provide for their every need. By keeping an extensive profile of each client, we can offer tailor-made products and services. A system that provides a 360-degree overview of customer profiles is therefore critical to our success. Thaler addresses not only customer-centricity, its rules-based design also allows for rapid response to changing market demands.”