Enterprise was mentioned in Gartner’s “Banker’s Guide to Advisor-Supporting Wealth Management Capabilities in Core Banking Systems”.
The document points out that financial advisors excel at execution activities, but falter when it comes to the drivers that support holistic advice. Current core banking systems (CBS) platforms are missing emerging needs, such as roboadvisor collaboration and social media tools.
In this scenario, Gartner conducts an annual survey of CBS providers, including an examination of the advisor-supporting tools in the areas of Investment management, Client interaction and Practice management.
Enterprise’s core banking is among the CBS able to offer to its adopters solution and support to the modernization and transformation of the advisor desktops, while also focusing on cost optimization and platform consolidation.
