Enterprise was mentioned in Gartner’s “Banker’s Guide to Client-Facing Wealth Management Capabilities in Core Banking Platforms”.
According to this Gartner analysis, wealth management firm executives state that the largest gap between importance and confidence in wealth management focus areas is: “Our client-facing technologies do not meet our requirements or clients’ needs.”
Wealth management firms are attempting to digitally transform, focusing on efficiencies and cost optimization and, in this scenario, Enterprise’s Core banking system can support expected technology needs, such as portals and mobile apps, to help client experience and initiatives, including the ability to “grow the client experience at scale.”
The Gartner banker’s guide focuses on Self-Service Capabilities, Advisor Collaboration Capabilities and Expected Channel Capabilities, which Enterprise’s Core banking solution is able to offer to its adopters.
