Advisory Portal – prestudy

Project Description

pre-study for make/buy decision for a branch application for global advisory, which covers the following workflows: need analysis, risk profiling, investment advisory, reporting and exit

Financial Department

Commercial Banking

Financial Instruments

Securities

Market Interfaces
Departments - Products

Commercial Banking - Advisory Services for Securities

Vendor - Involved Products
Technologies

Project Description

pre-study for make/buy decision for a branch application for global advisory, which covers the following workflows: need analysis, risk profiling, investment advisory, reporting and exit

Financial Department

Commercial Banking

Financial Instruments

Securities

Market Interfaces

Departments - Products

Commercial Banking - Advisory Services for Securities

Vendor - Involved Products

Technologies