UBS now intends to offer this new service to other banks. According to a press release, the UBS Partner solution can scan millions of client portfolios and evaluate these with regard to investment goals. If a portfolio is found that does not match the financial targets of the respective client, UBS Partner creates tailored, actionable investment options. This will enable the bank to get the portfolio back on course quickly.
“At its heart, UBS Partner is a technology-led, highly scalable, modular solution designed for ease of integration into banks’ existing systems,” explains Thomas Stokes, Head of UBS Partner. This solution will free up bank advisors, so they have time to focus on enhancing the services they offer to existing clients and also grow their client base.
UBS has already won its first client mandate from Banca Generali in Italy. The Bank will be rolling out UBS Partner to their client advisors in the near future.
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