How we helped United Bankers to serve their clients better?

< Come Back 19 . May . 2018

The problem:

United Bankers (UB) was looking for a way to implement MiFID II compliant risk-profiling system for individual clients. UB wanted a solution that takes into account the complexities of risk-profiling, gets UB ready for MiFID II and brings added-value for the end-user. They wanted to deliver exclusive client experience to differentiate their service from competitors.

Our solution:

Taviq delivered Taviq Risk-Profiler to profile clients by analyzing their MiFID II/KYC questions. The solution includes risk-profiling logic and a component that matches client-risk profiles to suitable investments. Our solution was delivered as a back-end package to serve UB’s online-services and their in-branch client-facing tools.

The expected outcome:

The value proposition is to improve UB’s client experience by offering their clients more relevant and personalized product listings and help UB to have a systematic risk-profiling methodology in place across all channels.

 

More about United Bankers:

United Bankers is a Finnish investment services group that started its operations in 1986. Today, UB offers a wide range of asset management products and services, fund management, investment banking and real assets investment solutions.

 

Are you interested in something similar?

Contact us here or email our CEO directly at juho.isola@taviq.fi