{"id":5840,"date":"2024-09-26T11:04:42","date_gmt":"2024-09-26T09:04:42","guid":{"rendered":"https:\/\/www.datahouse.ch\/?page_id=5840"},"modified":"2026-04-27T14:57:54","modified_gmt":"2026-04-27T12:57:54","slug":"banking","status":"publish","type":"page","link":"https:\/\/www.datahouse.ch\/en\/banking\/","title":{"rendered":"Banking Solutions"},"content":{"rendered":"\n
\"\"<\/figure>
\n

Banking Solutions<\/strong><\/p>\n<\/div><\/div>\n\n\n\n

<\/div>\n\n\n\n
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.<\/em><\/pre>\n\n\n\n
<\/div>\n\n\n\n
Our banking solutions<\/strong><\/p>\n\n\n\n
<\/div>\n\n\n\n
\n            <\/a>\n                
\n            \n  \n  \"Datahouse\"\n<\/picture>\n        <\/div>\n        
\n        \n\n
Banking Data Platform<\/h3>\n\n\n\n
You are facing strategic decisions on how to develop your customer segments in a targeted manner, position your product offerings effectively, manage risks in a controlled way, and align your bank for long-term sustainability.
The necessary data is available in your core and peripheral systems, but it is not consolidated or readily usable.
With our banking data platforms, you can consolidate, harmonize, and analyze relevant data on a central data platform. For a reliable basis for decision-making.<\/em><\/p>\n\n\n
\n\t\n<\/div>\n\n\n<\/div>\n\n\n    <\/div>\n<\/div>\n\n\n
\n            <\/a>\n                
\n            \n  \n  \"Datahouse\"\n<\/picture>\n        <\/div>\n        
\n        \n\n
Advisory Portal<\/h3>\n\n\n\n
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.<\/em> With the Advisory Portal, your advisors can find the documents they need in seconds and create ready-to-send recommendation dossiers.<\/em> This allows you to strengthen your client relationships through competent advice and reduce your internal costs at the same time.<\/em><\/em><\/p>\n\n\n
\n\t\n<\/div>\n\n\n<\/div>\n\n\n    <\/div>\n<\/div>\n\n\n
\n            <\/a>\n                
\n            \n  \n  \"Datahouse\"\n<\/picture>\n        <\/div>\n        
\n        \n\n
Portfolio Optimizer<\/h3>\n\n\n\n
In today’s market, investors are looking for optimized, customized solutions for their portfolios.<\/em> Datahouse’s Portfolio Optimizer analyzes your clients’ current portfolios and shows how your products can maximize returns and reduce risk.<\/em> With comprehensive analysis and a data-driven approach, we help you attract more clients and increase the quality of your advice.<\/em><\/em><\/p>\n\n\n
\n\t\n<\/div>\n\n\n<\/div>\n\n\n    <\/div>\n<\/div>\n\n\n
\n            <\/a>\n                
\n            \n  \n  \"Datahouse\"\n<\/picture>\n        <\/div>\n        
\n        \n\n
Client Maker<\/h3>\n\n\n\n
In a highly competitive market, you need to communicate the added value of your wealth management products clearly and convincingly.<\/em> 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.<\/em><\/em><\/p>\n\n\n
\n\t\n<\/div>\n\n\n<\/div>\n\n\n    <\/div>\n<\/div>\n<\/div>\n\n\n\n
<\/div>\n\n\n\n
Your benefits<\/strong><\/p>\n\n\n