BNP Paribas Bank Polska is one of the leading private banks in Poland, to strengthen its position decided to enhance the wealth management services by implementing a new digital portfolio management solution, Dorsum’s Wealth Platform. As one of the biggest banks in the EU and a key international banking group, offering pioneer investment advisory service is one of the most important strategy elements of BNP Paribas Group.
Dorsum’s Wealth Platform is a front-to-mid software which integrates multiple functionalities in one system with high level of user experience. The new system will support premium advisors and wealth management relationship managers with 360-degree wealth reporting, Mifid II compliant advisory workflows, investment portfolio advisory. The source data will be aggregated form numerous source systems and the enriched data published to other banking systems via APIs.
The Wealth Platform has already been in use in several financial institutions across the CEE region, and within BNP Paribas it will be the tool that supports more than 250 new relationship managers. The Wealth Platform first project phase will go live by Q2 2019.
“With current level of digitalization of the industry, it is not enough to focus only on the client facing platforms, but it is also important to give the bank relationship managers a highly advanced and ergonomic digital platform for their everyday work. Dorsum’s solution will assist us in further improvement of our services and customer experience. Thanks to the 360-degree portfolio overview and MIFID 2 alignment in the workflow processes the bank advisors can dedicate more attention to each customer which will additionally support the growth of the business in the investment segment”– said Emilia Jakubiak, Director of Brokerage House at BNP Paribas Bank Polska.
Róbert Kő, CEO of Dorsum added: “We are very proud that we have been chosen by another very prominent player in the European market. BNP Paribas Bank Polska has positioned itself as potential market leader in the Polish private banking sector by embracing growth and innovation. It is an honor that we can be partners in this strategy. We are looking forward to a prosperous work together while implementing the Wealth Platform.’
About BNP Paribas Bank Polska
BNP Paribas Bank Polska is a universal bank listed on the Warsaw Stock Exchange. It offers savings and investments products as well as a wide range of loans (including mortgage and consumer) to individual clients. It provides businesses (micro, SMEs and corporates) with solutions to fund their operations on the Polish and international markets. The Bank also caters to food and agro sector companies. The Bank has a comprehensive offering for its wealth management segment clients to protect, optimize and grow their wealth. The bank’s clients have at their disposal an array of investment advisory services.
The mission of BNP Paribas Bank Polska is to offer innovative financial solutions in a responsible manner to help clients change their world and support local economy. The Bank is a member of leading international banking Group BNP Paribas. The Bank provides services through a network of banking branches and stands at shopping centers throughout the country. Its credit products are also available at partner stores, including selected car dealership networks.
About Dorsum
Dorsum is a multi-award winning, innovative investment software provider. Since our foundation in 1996, we became a leading software company in the CEE region. Our investment software family offers versatile solutions to players in capital and wealth management markets. We support our clients with unique cooperation in terms of functionality, time and budget.
Contact:
Dorsum Zrt.
Email: info@dorsum.eu
Phone: +36 1 4873030
H-1012 Budapest, Logodi str. 5-7.
www.dorsum.eu
