Digitising the Investment Proposal Process
Digital Investment Advisory
Being the oldest independent financial institution in the Netherlands, with their history as a principled, active investor, focusing on the long term, they want to create positive long-term financial and non-financial value. To do so, one of their stategic pillars is the advance through digitisation and analytics.
“Technology and digitalisation will allow us to improve our productivity and service, by speeding up processes, reducing operational errors and improving the availability and quality of data”Sourcehttps://www.vanlanschotkempen.com/strategy
Van Lanschot Kempen further digitises its investment advisory business by introducing Objectway’s component for Digital Investment Proposals.
The investment advisor composes an investment proposal, having a direct insight into the pre- and post-trade impacts on the client portfolio.
Automated compliance validation checks take place and the resulting buy and sell orders are generated.
Once the advisor is happy with the investment proposal, s/he can include a personal secure message explaining the transaction rationale to the client.
The investment proposal is sent to the investor via the Van Lanschot Kempen MessageCenter. In this message center, the advisor is able to monitor the progress and follow up on all outstanding proposals.
Riusciamo a trovare un titoletto carino che introduca i benefit
Enable an advanced digital advisory experience
Offer a goals-driven and client-centric advisory service
Deliver optimised, suitable and personalised investment proposals
Save time to manage more clients and prevent errors in compliance checks