Banking Solutions - Datahouse

Banking Solutions

With our modular solutions, you can offer your clients precise, customizable investment products and automate advisory and portfolio management processes at the same time. This allows you to optimally scale your capacities and improve your tool landscape in a targeted manner - profitably and efficiently.

Our banking solutions

Advisory Portal

Your relationship managers lose valuable time searching for scattered information on financial instruments and compliance requirements – time that would be better invested in advising clients. With the Advisory Portal, your advisors can find the documents they need in seconds and create ready-to-send recommendation dossiers. This allows you to strengthen your client relationships through competent advice and reduce your internal costs at the same time.

Portfolio Optimizer

In today’s market, investors are looking for optimized, customized solutions for their portfolios. Datahouse’s Portfolio Optimizer analyzes your clients’ current portfolios and shows how your products can maximize returns and reduce risk. With comprehensive analysis and a data-driven approach, we help you attract more clients and increase the quality of your advice.

Client Maker

In a highly competitive market, you need to communicate the added value of your wealth management products clearly and convincingly. Our client maker analyzes the existing securities portfolio of your potential clients and demonstrates how your products not only increase profit potential but also minimize risk.

Upsell Automator

There is often a lack of clarity about which additional products are of real interest to your customers – incorrect recommendations can put a strain on customer relationships and miss out on valuable sales opportunities. Upsell Automator accurately identifies which products are of interest to which customers next, allowing you to launch targeted and cost-effective sales initiatives. This allows you to increase your sales with existing customers and strengthen customer loyalty at the same time, without license fees and ready to use in 6 months.

Your benefits

Your contact persons

Lukas Urech

Head Business Development

With over 18 years of experience in business development and market management, I assist clients in increasing their efficiency and competitiveness through data-driven software solutions.

Thomas Maier

Director Solutions Engineering

With over 11 years of experience in data analytics, I assist clients in the financial industry to gain valuable insights and predictions from complex data.

Contact us now

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