Where personalization meets contextualization - for superior high-net-worth private banking solutions
Wealth management and private banking are one of the most attractive sectors in financial services in terms of growth and profitability. Significant potential lies in the use of technology to hyper-personalize wealth management advice and investment themes to perfectly match client needs and expectations. There is also significant scope to enhance overall productivity and efficiency thanks to scalable digital solutions for the high-net-worth (HNW) client segment.
Move Digital has unrivalled technology that empowers relationship managers and investment consultants to efficiently offer bespoke private banking advice to their clients. In the context of open banking in particular, our technology enables wealth managers to deliver personalized recommendations to clients at scale, bringing together best-in-class products.
Move Digital offers innovative technology and a unique approach that enables wealth managers to digitalize their value chain and create new value propositions and opportunities for their business.
Move Digital's solutions:
- Are validated and used by global leaders of wealth management - with more than 5,000 users worldwide
- Provide a live ecosystem integrated with content, news, data, research and investment products from industry-leading providers
- Offer hedge fund-like investment and risk management capabilities as a service for wealth managers
- Take personalization and contextualized reporting to a new level for powerful private banking solutions
Move Digital in numbers
Employees in our Zurich and Sofia offices
Public companies listed
New articles received and screened for insights each month
Time taken from the issuing of the CIO view to the delivery of a customized offering to the end-client
Indices across asset classes with advanced contextualization and analytics
Funds listed with automated factor analysis
Global Search is a powerful search engine that enables users to rapidly retrieve the right data to support them when servicing client needs
Cut through the noise with live Streams and stay up to date on key developments, continuous relevant news and trends impacting your investment themes
Build customized content and presentations rapidly and flexibly with Wealth Pitch – ensuring you deliver successful pitches to clients or prospects every time with minimal effort
Design and create bespoke equity indexes with the support of full lifecycle services – for corporate actions, distributions and the weighting process
Detect regimes in real time using quantitative signals to support the timing and weighting of individual assets or portfolios
Structured Product RFQ
Engage with multiple issuers and achieve optimal results at every stage - from design and price discovery to trade execution, onboarding and lifecycle management of structured products
Leverage state-of-the-art tools and analytics to deliver personalized investment solutions ideally matched to client needs
Have we caught your attention?
We look forward to showing you the power of our services. Talk to our team and discover how Move Digital can help you deliver personalized and context-driven wealth management solutions.