私人财富经理解决方案 | VERMEG

保险业 – 数字化转型 – 私人财富经理

Private Wealth Manager

Vermeg Building picture
Our Value Proposition
VERMEG 助您加速数字化转型,减少遗留系统的限制,释放价值潜力

Current challenges

When proposing investments to your end customers, we have observed:
A ``poorly automated`` process with inadequate security
A cumbersome and complex customisation of the proposal
A commercial path with multiple systems
Inadequate activity management
Significant risk for fraud
Limited functionalities (e.g. no reissuing possible)

Our proposal

VERMEG 提供了端到端的无缝方法,包含 6 个以流动业务流程为中心的关键步骤,可满足所有利益相关者、私人财富经理及终端客户的需求。

通过我们的旅程,我们能够使用数字销售流程协调繁重的后台管理流程。

VERMEG Digital accelerators introducing

我们的数字化转型平台 Palmyra

基于开放式架构,可与您的现有 IS 系统无缝集成。

该平台打造了一个业务和技术抽象层,将您的遗留系统连接至开放的数字世界。

Palmyra 支持根据您的需求调整数字化旅程并快速交付,将其集成到您的遗留环境中,并能适应未来的变化。

Palmyra

Key benefits

A renewed customer experience.
Increased competitiveness (open architecture offer, multi-channel distribution, etc.).
Productivity gains (2 to 3 times fewer steps in your journey).
Optimised sales management thanks to centralised monitoring.
A decompartmentalised organisation and harmonised standards.

Our approach

Involve all stakeholders (Businesses and IT)
Deliver rapidly the production of digital content and journeys that provide immediate business impact
Prove our agility and relevance through a 2-3-weeks’ pilot project, while clarifying and finalising your needs.
Guarantee the monitoring of your investments by respecting your ROI

我们深受信赖