Asset and Investment Management Consulting is a growing activity, which has to face major issues :
- Financial solutions set gets larger and more complex each day, legal requirements evolve fast,
- Asset owners’ expectations and goals are multiple, may change and get stronger,
- Customers’ expectations for efficiency, quality, simplicity, support, advice always strengthen.
To be competitive, Asset & Investment Advisors must take all these elements into account for each step of their mission :
- Assets audit (or diagnosis)
- Relevant solutions research (simulation)
- Advices’ delivery
- Final proposal edition
- Operations follow-up.
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Normind -Intègre secures and optimizes Asset & Investment Management services |
Approached by well-known Asset & Investment Management players, Normind has developed an application of its expertise engine to support each step of customer relationships for Asset & Investment Consultants.
In the current situation of financial products’ multiplication and complexity, strong expectations for results and transparency, legal and fiscal rules, to produce asset & investment recommandations’ audits and proposals can generate risks and consultants’ competitivity lowering.
Embedding best practice guidelines of this area and financial and legal norms, Normind brings coherency and security in each stage of the consultants’ missions :
Assets audit
Solutions research for integrating goals, constraints et sensitivity of the customer (simulation, reports)
Dynamic reports’ edition secured, to be delivered to the customer
Dynamic proposals’ edition i regards to selected items (respecting internal graphic charters, coherent integration of legal clauses and financial descriptions…)
Relationship Management using dedicated dashboards producing alerts linked to products lives’ events (end of a specific investment program, upcoming registration of a child in highschool…).
Normind can either complete your own tools, adding Intègre plug-in and your modeled guidelines, or develop a personalized full solution.
Thanks to Intègre by Normind, Asset & Investment Consulting companies can now benefit from :
- Productivity gain for audits, reports and proposals’ edition
- Security gain in all documents production for customers
- Competitivity gain in best solutions for each profile researchs
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