To stay competitive, your financial institution must be able to offer customers a wide range of financial products and services. Today, your product line is constantly expanding. You probably offer products from other providers too. So how can your front line people help your customers select the right products? And how can you ensure your front office and back office work seamlessly together, and are always up to date?
You could take the risk and try to develop or string together your own in-house wealth management system. Or you could go with Beanstalk.
The proven Beanstalk wealth management platform enables a financial institution to rapidly roll out a wide range of financial planning services and products. From initial financial planning, to order fulfillment, to daily reporting - Beanstalk automates the entire wealth management process. Completely localized for Asian languages and conditions, Beanstalk brings world-class wealth management solutions to your operation.