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About New Access

New Access is a leading provider of a scalable and modular Core-to-Digital solution suite designed to meet the specific requirements of the Private Banking and Wealth Management industry.

  • New Access Core-to-digital solution suite includes an advanced and comprehensive Wealth Management Core banking System, a Portfolio Management System (PMS) and a Digital Client Lifecycle Management (CLM).
  • The company supports Private Banks, Wealth Managers, Advisors and Asset Managers in their digital transformation and empowers them towards their successful business growth.

 

Key features

New Access provides an advanced and comprehensive Digital Wealth Management platform supporting the entire Client Lifecycle Management from Prospect Management, client Onboarding process, KYC to Customer Relationship Management.

The solution supports the key business and compliance processes, as well as the digital interactions with your clients.

The Banker’s Front solution is qualified as the relationship manager’s workstation covering all his business and compliance needs on a modern and user-intuitive digital front-end, whilst digitizing the key processes between the relationship manager and his clients. Business opportunities are easily identified and monitored to ensure business growth, and the relationship manager and the bank.

The solution can be implemented on a “stand-alone” basis and easily interfaces to your existing IT landscape (generic connectors to the main market Core banking systems).

Quick links

Webinar:

New Access Lives #1 - Centralize, secure and digitize the client relationship cockpit

Paper:

NEW ACCESS: DIGITALIZATION OF BANKING SERVICES SIMPLIFIED

Documents

New Access Banker's Front

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