For the second time in a row Prometeia’s technological leadership has been acknowledged by Celent, recognizing the platform's superior customization, integration and deployment capabilities, and its capacity to support advisory processes across a multitude of channels.
Provision of investment services is an ever evolving challenge. Financial intermediaries are tasked with increasing profitability in the context of a shifting regulatory landscape, increasing competition, greater portfolio complexity and clients who demand value adding and innovative services for less.
This environment requires financial institutions to continuously review the way in which they do business, aiming to retain and attract clients and increase their share of wallet with a differentiated offer catered closely to evolving expectations, all while improving efficiency and satisfying regulatory requirements.
To that end, we support our clients in the identification, design, implementation and maintenance of value-adding service models and processes coherent with the competitive and regulatory environments. We leverage our deep understanding of the market, regulation and advanced methodologies to offer innovative tools and services to solve current challenges and better exploit the opportunities which lie ahead.
Our PFTPro® platform supplies the building blocks to build an innovative, efficient, compliant and commercially aware advisory delivery process.
Its overarching aim is to reconcile commercial objectives with regulatory constraints while improving advisor productivity and service quality through a methodologically rigorous, easy to execute planning process.