Wealth Management

How can you bring efficiency to your wealth management division at the bank? This video in FICO’s Digital Jane series gives you an example of how the wealth management team can leverage the FICO Platform capabilities already being used by the Retail Banking side of the business to improve and speed up their processes. 

See how the wealth management team at Atlantis Bank leverages the retail banking account opening process to automate their account opening process without having to start from scratch. They are also able to reuse capabilities being used by retail banking to shorten their decisioning processes from hours to minutes enabling their financial advisors to have the data they need to better serve their clients.