Private banking services
Our Private Banking service is aimed at organisations that manage a large number of clients.
We can help with digitising the whole process from prospective client management through digital or face-to-face advice meetingsto the final stage of creating fully invested portfolios that take into account levels of risk exposure and clients' preferences.
Private banks need to take into account not only the assets they manage on behalf of a client but also the client's other assets that they do not manage, such as savings held at other organisations or the client's pension savings. This is important if a bank is to provide the best advice and to prevent clients from putting all their eggs in one basket.
What does the service include?
Client Relations Manager
Client and prospect management. Gather all the information you have acquired about your clients via KYC questionnaires and other documentation. Also, monitor which services the client buys from you.
Accounting records according to your chosen chart of accounts. Export the records via SIE export to a bookkeeping system.
Publish market information and monthly reports to your clients. Manage information in your own online portal for your clients.
Analyse your overall investments with the help of drill-down and carve-out functions.
Calculate risk and return at different levels of aggregation or using different methods.
Monitor compliance with the regulations you have drawn up for your business.
Analyse what drives your business forward by measuring earnings and changes in assets under management.
Why choose Centevo?
We are Centevo: A Profile company that develops its offer and services at a rapid pace, driven by its clients' agendas. Our digital services platform is revised and updated continually.
Centevo is a comprehensive service provider of both digital and business services. Our back office support makes you feel as if you are working with your own colleagues who are just in office next door, with everything happening in real-time in your web browser. We can cover the entire process from digital KYC through to interface to your client's custodian, with interfaces to all relevant Nordic financial institutions and the major institutions outside the Nordic region.