Solutions Consultancy, Wealth Management & Private Banking Solutions, IT Outsourcing (ITO), System Development Outsourcing (SDO), Business Process Outsourcing (BPO), Call Center Outsourcing, Technical Support Outsourcing, Lotus Notes Development, Lotus Domino Development, PowerBuilder Development, PowerCenter Development, Business Objects Development, Software Testing, Axisoft Global Services

In the last decade, the interaction between retail banks and clients has totally been redefined by the Internet. Being the pioneer in adopting the Internet in major business processes, banks have successfully reduced operation cost, boosted efficiency and convenience. Nevertheless, the gain of the cost saving and improved efficiency has a price of client relationship. In addition, there are more and more Internet-based companies launching personal financial service globally to compete with banks in different areas, such as;

Payment (paypal.com)
Saving (smartypig.com)
Lending (prosper.com)
Investment (socialpicks.com)
Money Management (wesabe.com or mint.com)

Due to the rise of capability of managing personal finance through the Internet, the drop of level of client stickiness, and the aggressive competition from Internet bases companies, retail banks are offering Wealth Management service to regain their competitive edge and maintain the profile margin. However, the client segment of Wealth Management demands more personalized services, which are yet to be offered by retail banks.

In order to launch more personalized services for the success of Wealth Management business, banks require new technology, systems and applications, such as Interactive e-Banking, Client Relationship Management, Call Center Integration, Investment Suitability Management, Portfolio Management, Risk Management, Credit and Lending Management, etc. Axisoft is in the position to help.

Since 1999, Axisoft has been providing Wealth Management solutions to top-tier global Private Banks and domestic Wealth Management institutions. Since then, we have successfully implemented more than hundred IT solutions in more than 6 Asian countries. With our solid industry knowledge together with the deep know-how on the best-in-class tools, we have helped China's state-owned retail banks and domestic retail banks successfully implement solutions for their Wealth Management business.

CRM

It contains features of Client Details, CIF Interface, Know Your Customer (KYC), Call Center Integration, Investment Profile and Strategy Definition, Campaign, Pipeline, Lead and Visitation Management, Call Report, etc.

Client Portfolio View

It contains features of client holding enquiry, transaction enquiry, asset allocation overview by asset class, by asset currency, or by region, and portfolio details, etc.

Call Log Management

It contains features of Centralized Log Repository, Access Entitlement, Indexing by Branch, Workstation and User, Recording Alert Signal, Recording Health Check, Recording Audit Trail, Log Retrieval Tool, etc.