R•Wealth

The industry leading investment platform that transforms the way in which Banks and retail organizations sell and service investments

financial institutions Wealth

Key Benefits:

  • Enhance Customer Experience: Any investment can be offered in any account type, consistently across any channel. This improves customer satisfaction and retention.

     

  • Increase Sales: Create new investments through configuration, including bundled products, and brand by channel and/or segment, allowing you to offer the right product to the right customer at the right time in their lifecycle.

  • Reduce Costs: With a single RPM consolidated retail investment framework, the cost of redundant host systems maintenance and regulatory support is significantly reduced.

  • Increase Efficiency: A common suite of real-time processes across accounts and products significantly reduce redundant branch processing and manual back office effort.

Part Of R·Solutions