ClavisPrivateBanking at Unicredit Tiriac Private Banking Romania

ClavisPrivateBanking-at-Unicredit-Tiriac-Private-Banking-Romania

UniCredit Tiriac Private Banking is deeply rooted in Romania. The activity began in 2003, as part of the HVB Group and it offers superior investment and financial counseling services to customer with complex banking and investment portfolios.

UniCredit Tiriac Private Banking has several strong points, among which: their counselors experience and a deep knowledge of the markets and of the financial strategies, advantages that allowed UniCredit Tiriac to develop its customer portfolio and the managed assets volume.

Dorsum solution: ClavisPrivateBanking

  • Centralized view of PB customers portfolios / subportfolios
  • Unified reports, analysis of data from multiple sources, export in PDF
  • Assigning portfolio elements to asset categories (e.g. risk rating), currency, geographical, sector exposure
  • Determining daily portfolio value, and saving daily net asset value
  • Net Asset Value (NAV) calculation, including the account and deposit account balances

Value

  • Centralized image of customers’ portfolios
  • Ease of access to data from multiple sources
  • Allows an efficient PB activity management
  • Increase of PB productivity
  • Increase customer satisfaction
  • Modern technology, secure online access
  • Reports
  • Analysis
  • Visual presentations

WHY CHOOSE DORSUM

OUR CORE COMPETENCIES

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20 YEARS OF EXPERIENCE
The company was established in 1996 and since that it has grown from a few employees into an organization with a staff of 300 for delivering integrated investments IT solutions.
Experienced project team ikon
EXPERIENCED PROJECT TEAM
We have an experienced project team, with team members working at Dorsum almost since the beginning, gaining a lot of experience in multinational and broad projects.
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CONTINUOUS PRODUCT INNOVATION
We are delivering solutions based on the trends we monitor and on the knowledge we gathered over the decades. We listen to our customers to create innovative solutions.
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LONG TERM SUPPORT AND PARTNERSHIP
We support our clients by offering them unique cooperation throughout the lifecycle of the products, managing expectations in terms of functionality, time and budget.

WOULD YOU LIKE TO LEARN MORE?

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