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Posts Tagged ‘DigitalBanking’

Use Case Private Banking

Wednesday, May 15th, 2019

The Human Factor


Relationship Management in Private Banking is very intensive, products are complex and granting highest confidentiality and security is required. This use case shows, how our products – bundled in Social Toolset – serve for personalized interaction. This, by the relationship manager with his private- or global custody clients (B2C), intermediaries including their clients (B2B) – and always supported by expertise of other employees (B2E).

 


The Multidimensional Way

B2C & B2B interoperate with B2E the multidimensional way. This use case consists of the following dimensions:
– Internal Organization and Projects : B2E
– Business with Private Clients : B2C
– Business with Intermediaries, Global Custody : B2B

 


Digital, Personal & Agile : What Else?

Dive into that use case and its separate sections for B2E, B2C and B2B. Each section consists of many try out pages.


Private Clients: Segmentation

Route Planning

 


Discover!

  • Start with the Use Case – Learn, how Social Toolset fosters interaction: http://www.enterpriseknowhow.ch/en/web/b2c/use-case-private-banking
  • Social Toolset, product page: http://www.enterpriseknowhow.ch/en/web/b2c/social-toolset
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Tags: DigitalBanking, liferay, usecase
Posted in Digital Banking, News | No Comments »

Agile Financial Services: Advisory anywhere with any means of communication

Friday, July 14th, 2017

Networking by Social Graph 2.0: available on Liferay Marketplace

Social Graph 2.0 – developed by Enterprise Know How AG – provides an overview of your multidimensional business network. Recognize relationships and benefit from instant access and direct interaction.

Social Graph 2.0 is supplied with many features to present a user’s multidimensional relationships to units, organizations, sites (communities) including friendships.

It also works together with Social Map 2.0 which provides geographical allocation.

The app is available on Liferay Marketplace. Liferay, Gartner’s leading portal system, 7th year in row.

We are open for API level integration with other portals, CMS, CRM (e.g. SharePoint®, Adobe, Salesforce). Please contact us and send a mail to info@enterpriseknowhow.ch


Links:

  • Liferay Marketplace, Social Graph 2.0: https://web.liferay.com/en/marketplace/-/mp/application/86632969
  • Enterprise Know How on the web: http://www.enterpriseknowhow.ch
  • Article “The Journey for Digital Private Banking”: https://www.linkedin.com/pulse/20141204150910-51161866-the-journey-for-digitization-in-private-banking
  • Use Case Interactive Investment Process (PDF): http://www.enterpriseknowhow.ch/documents/10509/10994/sg_usecase_e.pdf
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Tags: Collaboration, DigitalBanking, esn, Finance
Posted in News | No Comments »

  • Buy our apps on Liferay Marketplace

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