Wealth Management Integration: Smart Solutions for Banks

In a digitalized world, banks face the challenge of adopting innovative technologies without altering their core banking systems. The combination of Wealth Management Software from fincite with the integration technology from Knowledge Lab provides the perfect solution.

Why Innovations Often Get Stuck

Many banks want to modernize their Wealth Management solutions to be more flexible and cost-efficient. However, the fear of having to deeply interfere with their core banking system prevents them from implementing new solutions. Time, costs, and technical challenges seem inevitable – but there are ways to bypass these obstacles and significantly simplify the transformation process.

Smart Integration Instead of Costly Overhaul

The new partnership between fincite and Knowledge Lab combines the best of both worlds: The modular Wealth Management Solution CIOS from fincite, paired with the powerful Integration Lab from Knowledge Lab, enables seamless integration into existing core banking systems—all as a SaaS solution.

The core idea of this unique approach? A smooth and efficient connection without changing the existing system architecture.

Why This Approach Is Unique for Banks

• Time-to-Market: Banks can launch new applications and services within just a few months.

• Cost Efficiency: Standardized and rapid integration significantly reduces the effort and costs of integration projects.

• Flexibility: The expandable data model and APIs allow for a tailored integration that perfectly adapts to the bank’s specific needs.

• Customer Satisfaction: Intuitive and powerful tools enable financial professionals to create personalized investment strategies and provide optimal client support.

• Accelerated Innovation Cycles: The SaaS model ensures continuous development and quick deployment of new features.

Expert Insights on Seamless Transformation

According to Christian Hanke, Director of Account Management at fincite:

“Banks willing to embrace innovation can transform their systems more easily and quickly than they expect.”

Knowledge Lab provides the technological foundation for seamless implementation:

“With our Integration Lab, banks can efficiently implement innovations and drive their digital transformation—without changing their existing systems.”

– Adrian Bregy, CTO of Knowledge Lab

Are You Ready for the Next Step?

Contact us today to learn how we can support your transition into the future!