Portfolio analysis/optimization and full CRM Integration

Danske Bank Logotype

Danske Bank’s mission is »Setting new standards in financial services« as to be recognized as the most trusted financial partner wherever it operates.

Danske Bank Group is Denmarks largest banking group and among the largest in the Nordics. Extending its activities, the Danske Bank Group has branches in Sweden, Norway, Finland, Northern Ireland, the Republic of Ireland, Great Britain, Latvia, Lithuania, Estonia, Russia, Poland, Germany and Luxembourg.

Mission

Danske Bank Estonia needed an adaptive advisory workflow and toolset to be fully integrated into its internal CRM (customer relationship management system). Workflows and investor profiling needed to be adaptable to situative needs and language requirements.

Danske Bank Estonia shifts to portfolio analysis/optimization

With the realization of the advisory solution, Dankse Bank Estonia shifted private investment advisory to a portfolio analysis/optimization model.

The application is multilingual and available in Lithuanian, Estonian, Russian and English language versions.

Depending on the advisory situation and requirements, the investor profiling workflow is adapted dynamically.

Profiling covers an extensive, fully MIFID-compatible questionnaire and evaluation logic to calculate the MIFID score, a section covering the client risk capabilities and the advisory baseline.

A major requirement was to establish a coherent, automated MIFID documentation for all advisors.

  • Connecting securities data feeds from baltic stock exchanges.
  • Integration of data feeds for estonian stocks and securities through Danske Bank Finland.
Contact

Screenshots below show samples for language versions in Lithuanian and Estonian. Both application and MiFID-compliant reports can also be switched to Russian/cyrillic or English output.