{"id":3286,"date":"2019-05-01T10:19:05","date_gmt":"2019-05-01T08:19:05","guid":{"rendered":"https:\/\/www.aurexia.com\/?p=3286"},"modified":"2023-03-28T19:50:40","modified_gmt":"2023-03-28T17:50:40","slug":"wealth-management","status":"publish","type":"post","link":"https:\/\/www.aurexia.com\/fr\/wealth-management\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"<h3>VOS ENJEUX<\/h3>\r\n<p style=\"text-align: justify;\">Les gestionnaires de patrimoine doivent faire face \u00e0 un contexte difficile caract\u00e9ris\u00e9 par des taux bas, une charge r\u00e9glementaire croissante, une concurrence f\u00e9roce et des exigences fortes des clients. Les mod\u00e8les de revenus sont pass\u00e9s des inducements \u00e0 la transparence des frais. La connaissance du client est cruciale avec un niveau \u00e9lev\u00e9 de performance pour les relationship managers et necessitant la mise en place de solutions innovantes\/IA. Augmenter les encours d&rsquo;actifs g\u00e9r\u00e9s et mutualiser le co\u00fbt des plateformes gr\u00e2ce \u00e0 des processus de fusion et \/ ou de sous-traitance constituent \u00e9galement un d\u00e9fi de taille pour les banquiers priv\u00e9s.<\/p>\r\n<p style=\"text-align: justify;\">Les principaux enjeux du secteur :<\/p>\r\n<ol>\r\n<li>Personnaliser des produits et les services propos\u00e9s aux clients (cr\u00e9ation de fonds luxembourgeois d\u00e9di\u00e9s, exp\u00e9rience client avec les smartphones et les tablettes, am\u00e9lioration de la qualit\u00e9 des reporting, exploration des solutions de robots-advisor\u2026)<\/li>\r\n<li>Revoir le mod\u00e8le \u00e9conomique pour faire face aux contraintes de la directive MIF2 en mati\u00e8re de portefeuille en gestion sous mandat et interdire la collecte de commissions d&rsquo;inducement<\/li>\r\n<li>D\u00e9velopper des synergies entre le gestionnaire de fortune et les banques contractantes<\/li>\r\n<li>Optimiser les processus de KYC On Boarding<\/li>\r\n<li>Adapter les outils pour se conformer aux nouvelles r\u00e9glementations<\/li>\r\n<li>D\u00e9velopper des solutions digitales innovantes pour mieux connaitre les besoins clients (speech to text, sentiment analysis, smart data) et am\u00e9liorer le parcours client<\/li>\r\n<\/ol>\r\n<h3>NOTRE EXPERTISE<\/h3>\r\n<p>Nos consultants travaillent au coeur de ces transformations et sont l\u00e0 pour vous aider \u00e0 faire face \u00e0 ces enjeux. Notre expertise se construit au travers de diff\u00e9rents domaines dont voici quelques exemples :<\/p>\r\n<ol>\r\n<li><strong>Business <\/strong>: Accompagner les forces commerciales face \u00e0 des d\u00e9fis tels que la segmentation, la tarification, les plans de vente\/campagnes commerciales, la gouvernance, la communication ; g\u00e9rer\/accompagner les fusions et la convergence des plateformes<\/li>\r\n<li><strong>Processus <\/strong>: D\u00e9finir les nouveaux Target Operating Model (mod\u00e8le op\u00e9rationnel cible), revoir les processus (transfert, souscription en contrat d&rsquo;assurance-vie, transmission d&rsquo;ordres sur valeurs mobili\u00e8res, static data, performance des placements clients), migration de syst\u00e8mes (Portofolio Management System et Core Banking System), migration vers une nouvelle plate-forme BPO<\/li>\r\n<li><strong>R\u00e9glementaire<\/strong> : MIF2, LAB-LCFT, PRIIPS, IDD, etc.<\/li>\r\n<li><strong>Digital <\/strong>: Opportunit\u00e9s d&rsquo;automatisation RPA, Fintechs IA pour assister les gestionnaires sur les solutions d&rsquo;investissement et les besoins des clients, DataViz et Data Intelligence<\/li>\r\n<\/ol>\r\n\r\n<p>&nbsp;<\/p>\r\n<p><\/p>\r\n<div class=\"wp-block-button is-style-outline is-style-outline--1\"><a class=\"wp-block-button__link has-text-color has-background\" style=\"background-color: #ffffff; color: #284966;\" href=\"https:\/\/www.aurexia.com\/wp-content\/uploads\/2019\/01\/Events-Flyer-Digital_Game-Singapore-2019.pdf\">AUREXIA Digital Game \u00e0 Singapour sur les enjeux client<\/a><\/div>\r\n","protected":false},"excerpt":{"rendered":"<p>VOS ENJEUX Les gestionnaires de patrimoine doivent faire face \u00e0 un contexte difficile caract\u00e9ris\u00e9 par des taux bas, une charge r\u00e9glementaire croissante, une concurrence f\u00e9roce et des exigences fortes des clients. Les mod\u00e8les de revenus sont pass\u00e9s des inducements \u00e0 la transparence des frais. La connaissance du client est cruciale avec un niveau \u00e9lev\u00e9 de [&hellip;]<\/p>\n","protected":false},"author":32,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_themeisle_gutenberg_block_has_review":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[77,114],"tags":[],"class_list":["post-3286","post","type-post","status-publish","format-standard","hentry","category-expertise-fr","category-expertise-theme-2-fr"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Wealth Management - Aurexia<\/title>\n<meta name=\"description\" content=\"Les assets servicers renforcent leur coeur d&#039;activit\u00e9 tout en investissant dans des offres \u00e0 valeur ajout\u00e9e et dans des opportunit\u00e9s digitales\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.aurexia.com\/fr\/wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Management - 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