This paper explores how wealth management is becoming increasingly digitalised. It is partly based on a webinar discussion which looked...
Comarch is a leading provider of innovative software and IT services designed to assist financial institutions across Europe achieve greater profitability.
Specialised software for managing financial services
With more than 20 years’ industry experience, Comarch Financial Services develops sophisticated software and IT systems for major financial institutions in banking, insurance and capital markets.
Our financial systems and applications are characterised by high-quality, excellent performance and optimal flexibility. Our product portfolio offers precise software options that meet clients’ expectations, preferences and capabilities.
Our portfolio enables us to accurately select a suitable software package that meets the expectations, preferences and capabilities of our clients.
IT solutions for private banking applications
Comarch offers precise, powerful software that is designed to comply with current legal regulations.
A dedicated solution for the private banking industry, Comarch Wealth Management is a multi-module platform that supports clients and advisers in creating and managing investment policies as part of personal services and a self-service channel.
The platform is capable of analysing a client’s financial situation, risk profile assessment, financial planning and strategic asset allocation. It also provides recommendations for financial products and investment performance reporting.
In 2017, we introduced an artificial intelligence (AI) driven investment recommendation module called the Comarch Omnichannel Robo-Advisor.
Financial research and development services for mobile channels
The Comarch Financial Services R&D department observes new and significant market trends spanning multiple industries and thematic circles, as well as incorporate them into the company’s financial IT solutions.
Instead of building extensive server logic that handles processes using multiple outlets, we only focus on the mobile channel. Depending on the context, it adopts different peripherals such as virtual reality (VR) headsets or cars.
Hundreds of built prototypes and the practical knowledge gained in the process of their creation have allowed us to run successful and effective projects.
During Finovate Spring 2016, we introduced our wealth management app, which uses VR technology to present charts, graphs and financial data.
At Finovate Europe 2017, we exhibited a conversational in-car investment assistant that allows investors to monitor their wealth while driving.
Recognised solution in renowned IT analyst ratings
Comarch’s solutions are highly regarded by world-renowned research companies.
Our software was recently mentioned in the Celent Distribution Management System Vendors report, Gartner’s Magic Quadrant for Field Service Management Solution report, and in Life Insurance Policy Administration Systems: An EMEA View by Aite Group.
Founded in 1993 in Kraków, Poland, Comarch has gained worldwide recognition and a significant portfolio of clients among insurers, banks, brokerage houses, asset management companies, and mutual and pension funds in more than 30 countries.
Its client base includes UniCredit, Société Générale, BNP Paribas, Ergo, Oney, Allianz, SIAM Commercial Bank, Raiffeisen, and ING.
The company has approximately 5,000 employees worldwide and carried out more than 3,000 successful projects for large international brands.
Comarch Insurance Agents Essentials, a system dedicated for insurance agents, brokers and bank partners, went live today at AXA Luxembourg....