Client needs often go beyond asset management to include services such as estate planning, bill payment, loans and cash management. Reporting and data aggregation across systems beyond accounting and performance create operating challenges. Client privacy and data security are at a premium, given the nature of the accounts.
Enosys has 20+ years of experience with some of the largest Private Banks in the world. End to end solutions are often similar to High Net Worth clients, but with special attention to client privacy.
Accomplishments: Implemented accounting systems, designed client reporting, and developed performance measurement solutions for some of the largest global Private Banking firms.