BestInvest for Bank Austria Commercial Banking

Logotype Bank Austria - member of UniCredit Group

Bank Austria Commercial Banking incorporates private and corporate clients and the public sector. It serves a total of 1,7 Million clients, commands 4.400 employees, manages a credit volume of 41 Billion and has 37 Billion € of client assets under managment.

Project

Following the success of Portfolio Qualitäts-Analyse Bank Austria’s Commercial Banking also wanted to leverage on the established software delivery process with tetralog. The outcome is called BestInvest supporting 900 Retail and Corporate Banking adviors in their daily business.

Individual investment proposals based on the client’s existings assets, risk profile and investment goals.

Profiling

  • Analyze the client’s risk personality and
  • Combine it with the MiFID-profile to
  • Identify the best investment strategy for the client.

Analysis

  • Consider the client’s assets in terms of investments, liquidity, insurances and building savings,
  • Focus on asset types and asset classes and
  • Indicate the level of diversification.

Proposal

  • Define an individual fund strategy or
  • Select a core-satellite portfolio
  • Consider client, bank and product constraints
  • Show the improved diversification of the Portfolio.

Documentation

  • Create a holistic investment proposal
  • Include fact sheets and key investor documents
  • Print an order form with all buy and sell orders.
Press Release

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