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With rapidly expanding markets and a rising number of high net worth individuals, banking and financial institutions across the globe are competing to create more sophisticated and personalized offerings to address the needs of this demanding and highly profitable customer segment.

JMR Infotech with Oracle FLEXCUBE Private Banking helps Banking and Financial Services (BFS) institutions address the needs of the high net worth segment comprehensively. This solution provides BFS institutions with a competitive edge by enabling them to extend their core banking solution seamlessly as well as increasing customer loyalty and service levels. In a nutshell, Oracle FLEXCUBE Private Baking provides BFS institutions with an end-to-end wealth management advisory ecosystem.

Oracle FLEXCUBE Private Banking can be integrated with any back-end product-processing platform. Customers running Oracle FLEXCUBE Universal Banking can take special advantage of the pre-configured integration with Oracle FLEXCUBE Private Banking.

Key Benefits

  • Profile individual customers and recommend investment strategies by incorporating model portfolios
  • Assess customer risk profiles and generate financial planning proposals
  • Provide hands-on portfolio management capabilities by mapping financial goals to portfolios and tracking goal achievement
  • Analyze portfolio exposures based on their composition across different dimensions like Portfolio, Instrument Type, Instrument Group, etc.
  • Track deviations against specified model asset allocation thresholds, based on which appropriate portfolio rebalancing can be done
  • Enhance investment products support with order origination capabilities for equities, mutual funds, bonds, futures and options, structured products, and alternative investments and insurance
  • Manage front- to back-office investment life cycle from dealing with products through clearing and settlement and accounting
  • Easy integration with existing systems

Other Private Banking Offerings

  • CRM on Demand for Wealth Management
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