Geneva – ERI unveiled its new technological platform developed for Banca Consulia, an independent financial advisory bank, at a presentation in Milan. The OLYMPIC Banking System ADVISORY solution meets financial adviser requirements, features an in-depth client knowledge base and delivers an optimal browsing experience.
The new platform empowers Banca Consulia to innovate and consolidate its unique approach to premium advisory services, using cutting-edge technology. The solution was developed by factoring in financial adviser needs and draws on straightforward and reliable technology to significantly enhance the advisory process. Users can quickly and easily navigate between overviews and more detailed presentations of data and readily obtain key information.
According to ERI Lugano’s Director, Ricardo Pinto: «The advisory model created and implemented by Banca Consulia complies with all the obligations of the MIFID II Directive, which should take effect in Italy early 2018. It was this that convinced us to develop an innovative platform which will give Banca Consulia significant competitive edge in the market. High-level technology is used to provide a flexible and cost-effective solution suitable for financial institutions of all sizes. Advisory is an innovative application and this is due in no small part to the digitalisation of the solution. We are extremely happy and proud of our new solution».
Banca Consulia’s Managing Director, Antonio Marangi, also went on record stating: «Banca Consulia stands for a new concept in banking, based on enhanced advisory services where people, namely clients and employees, take centre stage. ERI has developed a platform for us that entirely meets our requirements: to implement a top-to-bottom digital transformation and to streamline and simplify all advisory processes. ERI’s platform delivers a premium and comprehensive digital experience to Banca Consulia advisers and clients. This enables us to devote more precious time to building relationships, which is essential for managing complex market environments, by analysing each client’s personal circumstances and requirements». (ERI/mc/ps)
ERI is an international company specialising in the design, development, distribution and support of the integrated, real-time banking and wealth management software package: OLYMPIC Banking System®. Operating in many of the major financial centres, ERI is present in Geneva, Zurich, Lugano, London, Luxembourg, Singapore and Paris.
ERI is focused on providing comprehensive, quality software with effective system implementation assistance and efficient on-going maintenance and support for clients worldwide.
More than 300 banks and financial institutions across over 50 countries in Europe, the Middle East, Africa, the Americas and Asia have already chosen the OLYMPIC Banking System®.
About Banca Consulia
Banca Consulia is a financial advisory bank operating independently of any banking groups. The bank was created from an entrepreneurial project involving employees, financial advisers, clients and institutional investors and now offers a unique model of «financial advisory at the bank», capable of helping clients achieve their financial, personal, professional and lifestyle goals. To generate profits and win its clients’ trust, Banca Consulia operates independently and transparently, abides by ethical standards, applies a multi-brand concept, invests in on-going consultant training and develops original client solutions.