Personalisation is the key to success in private banking according to a new study by McKinsey.
Visualise how life events affect your client’s wealth – 3rd-eyes analytics presents at the DIA Munich 2022
The Digital Insurance Agenda (DIA) strives to bring together insurance executives, insurtech leaders and other agents of change to accelerate digital transformation and innovation in the insurance industry with superb quality at the forefront.
In order to offer realistic and holistic wealth planning, a method is needed that: focuses on the clients' individual goals, takes extreme scenarios into account, is multi-periodic financial market crises and market downturns realistically reflected, takes all assets and liabilities into account.
acrevis Bank AG integrates sustainability into all investment solutions. 3rd-eyes analytics provides the software with sustainability expertise.