private banking

Strengthening private bankers to lead with excellence

Private banking is transforming to meet the growing demand for tailored advice and seamless digital solutions. High-net-worth clients now expect hybrid experiences that combine in-person and digital engagement, offering flexible access through meetings, calls, or digital platforms. Alongside convenience, these clients seek comprehensive services integrated within their financial journey. This shift requires innovative operational processes and adaptable technology to deliver exceptional customer experiences.

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Innovations shaping private banking

As client expectations grow for a more personalized, omnichannel experience, banks must innovate to stay competitive. Through comprehensive upgrades, our Adacta Private Banking (APB) platform empowers private bankers to manage client relationships more effectively and efficiently. Key features include:

Instant access to essential client data

The platform organizes client information for rapid, easy access, enabling bankers to provide informed responses and timely guidance.

Graphical dashboards for goal monitoring

Clients and bankers can use streamlined control panels to track workflow and client goal progress, ensuring they stay aligned with client expectations and objectives.

Modernized user interface for enhanced experience

With an updated interface, bankers enjoy a user-friendly experience that minimizes the learning curve and enhances client interactions.

Optimized performance and processing controls

With optimized processing capabilities, bankers can manage large volumes of data and complex portfolios without delays, facilitating accurate, real-time advice.

Benefits

APB provides the following critical advantages to both banks and private bankers

Comprehensive 360 view

Our platform consolidates vital client data into a single, comprehensive view, allowing bankers to understand each client’s complete profile and unique needs. This holistic insight fosters deeper, more personalized client relationships.

Customizable reporting

With customizable reporting options, bankers can generate reports that meet specific client requirements, enhancing transparency. This flexibility not only improves client satisfaction but also supports regulatory compliance.

Improved client retention

Private banking solutions enabling banks and private bankers to deliver highly personalized and responsive services. These solutions provide advanced tools for understanding client needs, managing portfolios, and offering tailored financial products, fostering trust and loyalty. With streamlined processes and real-time insights, private bankers can proactively address client concerns and adapt strategies as their circumstances evolve. This level of engagement and customization makes clients feel valued, reducing the likelihood of switching to competitors.

Portfolio growth ready

Solutions support portfolio growth by equipping banks and private bankers with advanced tools for identifying and capitalizing on new investment opportunities. These solutions provide detailed analytics and market insights, enabling better decision-making and tailored strategies to align with client goals. By streamlining portfolio management and offering scalable services, private banking solutions make it easier to attract high-net-worth individuals and expand client assets under management.

Uniform gateway to backoffice

Streamline operations with integrated orders from private banking to all internal bank systems and external partner systems. This approach reduces reporting burdens, enabling bankers to dedicate more time to client service. Optimized workflows shift the focus from administrative tasks to strategic planning, driving efficiency and enhancing productivity.

Cost effective operations

Our solution is designed to support long-term efficiency, reducing ongoing costs for upgrades and maintenance. Banks can focus resources on client service and innovation, knowing the system will remain adaptable to future enhancements.

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Advanced Functionalities Supporting Digital Transformation Approach

Sales support and CRM

This module provides tools to manage customer relationships, track sales opportunities, and enhance client engagement. It includes client profiling, activity tracking, and lead management features, enabling advisors to deliver personalized financial solutions. By integrating communication history and sales data, it fosters stronger client connections and drives revenue growth.

Portfolio management and simulations

A robust toolset for managing client portfolios, offering real-time performance monitoring, asset allocation, and risk assessment. It includes simulation features to model investment scenarios and test strategies, helping advisors make data-driven recommendations. The module ensures compliance with regulatory standards while optimizing portfolio performance.

Order workflow and management

This system streamlines the order lifecycle, from initiation to execution, with automated workflows and monitoring. It supports multi-asset trading, approval hierarchies, and real-time order tracking, ensuring efficiency and accuracy. Built-in compliance checks and audit trails help meet regulatory requirements and reduce operational risk.

Predictive analytics

A powerful analytics module that uses machine learning to forecast market trends, client behaviors, and investment opportunities. It provides actionable insights to advisors, enabling proactive decision-making. This module helps uncover hidden patterns in data, improving both client satisfaction and financial outcomes.

Cognitive banking

An AI-driven module designed to enhance client interactions and decision-making through natural language processing and smart recommendations. It provides automated insights, chatbot functionalities, and advanced financial analysis tools, empowering advisors to deliver seamless and intelligent banking experiences.

Reporting and analytics

A comprehensive suite for generating detailed reports and analyzing financial and operational data. It supports customizable dashboards, trend analysis, and regulatory reporting, enabling data-driven decision-making. Advisors and managers can access insights on demand, improving transparency and performance.

Messaging and notifications

A centralized communication platform that ensures secure and real-time exchange of messages and alerts. It includes personalized notifications for account activities, portfolio updates, and market news, keeping clients and advisors informed. The module enhances user engagement and trust through timely and relevant communication.

Document management

An efficient system for storing, organizing, and retrieving client and operational documents. It supports version control, secure access, and compliance with regulatory standards. With features like e-signatures and automated workflows, it streamlines administrative tasks and reduces paper-based processes.

Platform Applications

Portals and mobile apps

Workbench

APB Backoffice Portal

A comprehensive platform for back-office operations, enabling banking staff to manage client accounts, transactions, and reporting efficiently. It supports regulatory compliance, operational oversight, and data analysis to ensure smooth and secure banking processes, while also allowing customization of workflows to adapt to specific organizational needs.

Administration

APB Admin Portal

A centralized administration module allowing system administrators to configure and manage the bank's internal and external systems. It includes advanced features for system monitoring, policy enforcement, and user role customization to meet institutional needs, with tools for auditing and activity tracking to enhance accountability.

Customer service

APB B2C Mobile

A customer-facing mobile application providing individual clients with access to personal banking services. It offers intuitive navigation, real-time notifications, and secure communication channels for enhanced user convenience and engagement, empowering customers to manage their finances anytime, anywhere.

Sales tools

APB B2B Mobile

A mobile solution tailored for business clients, offering features like bulk payments, multi-account management, and advanced reporting. It ensures streamlined corporate banking with robust security, multi-level approvals, and customizable workflows, enabling efficient handling of large-scale business operations

Core

APB Server

The core backend system that processes transactions, manages data, and ensures the integrity and availability of banking operations. It guarantees high performance, scalability, and compliance with industry standards for secure financial management, acting as the central hub for all connected services.

Interfaces

APB API

A set of secure and scalable APIs facilitating seamless integration with third-party services and internal systems. It enables robust connectivity for payment solutions, data synchronization, and cross-platform banking services, ensuring interoperability and innovation within the banking ecosystem.

WHY Adacta Private Banking

Realizing a competitive edge with APB

APB equips banks with a unified toolset for delivering personalized, tech-enabled advisory services. By integrating data and providing holistic client views, it empowers private bankers to offer timely, tailored advice across multiple channels. The platform's flexibility enables banks to adapt quickly to market shifts, catering to diverse client needs with innovative solutions.

With APB, your private banking team can deliver the right advice, at the right time, through the right channels—meeting the modern demands of wealth management clients with a competitive, client-centered approach.

Our customers