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Berenberg Private Bank
Berenberg Private Bank
Strategic Asset Allocation at Berenberg
Strategic Asset Allocation at Berenberg
This case study demonstrates how we have integrated Berenberg's SIGMA asset concept into our fincite • cios wealth management software.
This case study shows how we created a comprehensive investment platform with BCA and fincite • cios.
This case study shows how we created a comprehensive investment platform with
fincite • cios at BCA.
Holistic asset overview
Efficiency increase
High customer satisfaction
Tradition meets digital wealth management solutions
Berenberg, the oldest private bank in Germany, is expanding its wealth management with a new digital advisory software that enables efficient and customer-oriented advice during conversations.
Holistic wealth management software
Portfolio optimization with regard to individual customer needs and guidelines
Efficiency increase
More efficiency for advisors through drastic time reduction.
Portfolio optimization: Balance between return and risk
Expanded investment universe: From stocks to private equity
Sustainable customer retention: Long-term investment success as a basis
Tradition meets digital wealth management solutions
Berenberg, the oldest private bank in Germany, is expanding its wealth management with a new digital advisory software that enables efficient and customer-oriented advice during conversations.
Holistic wealth management software
Portfolio optimization with regard to individual customer needs and guidelines
Efficiency increase
More efficiency for advisors through drastic time reduction.
Portfolio optimization: Balance between return and risk
Expanded investment universe: From stocks to private equity
Sustainable customer retention: Long-term investment success as a basis
Tradition meets digital wealth management solutions
Berenberg, the oldest private bank in Germany, is expanding its wealth management with a new digital advisory software that enables efficient and customer-oriented advice during conversations.
Holistic wealth management software
Portfolio optimization with regard to individual customer needs and guidelines
Efficiency increase
More efficiency for advisors through drastic time reduction.
Portfolio optimization: Balance between return and risk
Expanded investment universe: From stocks to private equity
Sustainable customer retention: Long-term investment success as a basis
Tradition meets digital wealth management solutions
Berenberg, the oldest private bank in Germany, is expanding its wealth management with a new digital advisory software that enables efficient and customer-oriented advice during conversations.
Holistic wealth management software
Portfolio optimization with regard to individual customer needs and guidelines
Efficiency increase
More efficiency for advisors through drastic time reduction.
Portfolio optimization: Balance between return and risk
Expanded investment universe: From stocks to private equity
Sustainable customer retention: Long-term investment success as a basis
Tradition meets digital wealth management solutions
Berenberg, the oldest private bank in Germany, is expanding its wealth management with a new digital advisory software that enables efficient and customer-oriented advice during conversations.
Holistic wealth management software
Portfolio optimization with regard to individual customer needs and guidelines
Efficiency increase
More efficiency for advisors through drastic time reduction.
Portfolio optimization: Balance between return and risk
Expanded investment universe: From stocks to private equity
Sustainable customer retention: Long-term investment success as a basis
Numbers and facts about our collaboration
Numbers and facts about
our collaboration
The result of a strong partnership
The result of a strong partnership
The result of a strong partnership
The result of a strong partnership
Target audience
For end customers and
institutional clients
For end customers and
institutional clients
Financial planning: Individuals (B2C), Fund management service: Fund managers (B2B)
Technology
Technology
Python, Django, React
Product
Product
fincite • cios including interactive risk questionnaire & digital onboarding and market data commission
Precise advice through comprehensive
data analysis for better investments.
Services
Services
Portfolio rebalancing and optimization, risk analysis
Calculations & Rebalancing
Calculations & Rebalancing
Rebalancing according to customer specifications Rebalancing towards Bank TAA and SAA
Faster customer acquisition
improves growth opportunities.
Risk analysis
Risk analysis
Performance indicators, risk metrics asset information, portfolio, class, subclass, and instrument level
Reduces effort and costs in the consulting process
through optimized workflows.
We have digitized our SAA process with Fincite. Advisors can now adjust portfolios during client meetings!
Hauke Ole Hansen
Head of Business Development & Direct Sales, Berenberg Privatbank
We have digitized our SAA process with Fincite. Advisors can now adjust portfolios during client meetings!
Hauke Ole Hansen
Head of Business Development & Direct Sales, Berenberg Privatbank
We have digitized our SAA process with Fincite. Advisors can now adjust portfolios during client meetings!
Hauke Ole Hansen
Head of Business Development & Direct Sales, Berenberg Privatbank
We have digitized our SAA process with Fincite. Advisors can now adjust portfolios during client meetings!
Hauke Ole Hansen
Head of Business Development & Direct Sales, Berenberg Privatbank
We have digitized our SAA process with Fincite. Advisors can now adjust portfolios during client meetings!
Hauke Ole Hansen
Head of Business Development & Direct Sales, Berenberg Privatbank
Berenberg Privatbank Case Study
Download the case study now!
Berenberg Case Study
Download the case study now!
Berenberg Privatbank Case Study
Download the case study now!
Berenberg Privatbank Case Study
Download the case study now!
Berenberg Privatbank Case Study
Download the case study now!
Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Wealth Management/
Financial Planning
Modular Wealth
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Wealth Management/
Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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Financial Planning
Modular Wealth
Management Software
Features Fincite CIOS
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