Pour les banques privées

Adaptez les services de planification patrimoniale modernes et collaboratifs à une clientèle fortunée

Développer une offre de gestion de fortune holistique et axée sur la famille au niveau de la banque, qui s'intègre parfaitement aux systèmes et processus de la banque

Infographie illustrant les fonctionnalités d'un outil collaboratif de planification patrimoniale, notamment la visualisation des données, l'analyse financière et la gestion de portefeuille.

Les banques privées utilisent Abbove

Améliorez la satisfaction de vos clients et améliorez la relation avec vos clients en proposant un soutien à la planification patrimoniale holistique, axé sur la famille et basé sur des objectifs.

Deutsche Bank

"Abbove has transformed how we deliver holistic wealth planning to our clients."

Puilaetco

"With Abbove, we've standardized our approach while maintaining personalization at scale."

BNP Paribas

"The digital orchestration capabilities have significantly improved our client engagement."

Why Abbove

Powerful capabilities that transform how private banks deliver wealth planning

360° Wealth Overview

Consolidate all client data into a single, comprehensive view for better insights
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Personalization at Scale

Standardized journeys across advisors ensuring consistent client experience at scale
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Faster Time-to-Market

60-day implementation to start delivering value quickly
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Tangible Impact

+18% NPS increase and discovery of previously unknown off-bank assets

Matching Client Goals to Bank Expertise

Abbove serves as a true orchestration platform between the UBO's (client's) personal, business, and family needs, and the bank's products and services

Client conversations
Holistic understanding of the UBO's wealth and personal, business and family goals
Client conversations
Holistic understanding of the UBO's wealth and personal, business and family goals
Client conversations
Holistic understanding of the UBO's wealth and personal, business and family goals
Abbove. Wealth Management Platform

Orchestration Platform

Matching client goals with the right banking solutions.
Banking solutions Library that matches the client's goals:
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Credit
Finance real estate or acquisition
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Estate planning
Organize and transfer my wealth
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Corporate finance
Grow and structure my company
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Investment
Deploy upcoming liquidity, prepare pension
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M&A
Sell or acquire a company

A Holistic Approach in Four Key Steps

Abbove digitizes the full wealth advisory process through four essential pillars

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Account creation

Account creation and retrieval of internal client data for formatting within the client platform
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360° Wealth Overview

Consolidate all client data into a single, comprehensive view for better insights
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Personalization at Scale

Standardized journeys across advisors ensuring consistent client experience at scale
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Faster Time-to-Market

60-day implementation to start delivering value quickly
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Tangible Impact

+18% NPS increase and discovery of previously unknown off-bank assets
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The continuous advisory circle

Banking security standard

We are fully compliant & trust levels are impeccable.

Abbove meets the highest banking security and confidentiality standards, allowing its users to use the platform with complete confidence.

Certified
Certified ISO 27001
ISAE 3000
ISAE 3000 Type 2
SOC2
SOC 24/7
Data encryption
Data encryption
GDPR
GDPR compliance
Audit
External security audits
2-Factor authentication
Cloud infrastructure
Cloud infrastructure
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"Holistic wealth planning is no longer a luxury for a few clients, but a necessity for all. Abbove enables banks to deliver this at scale."

Guillaume Desclée
CEO Abbove
Read full interview
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Profitez d'une démonstration en direct

Vous souhaitez en savoir plus sur Abbove ? Laissez vos coordonnées ci-dessous et nous vous contacterons dès que possible.

Abbove. Wealth Management Platform
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