Geneva - ERI unveiled its new technological platform developed for Banca Consulia, an independent financial advisory bank, at a presentation in Milan. The OLYMPIC Banking System ADVISORY solution meets financial adviser requirements, features an in-depth client knowledge base and delivers an optimal browsing experience.
The new platform empowers Banca Consulia to innovate and consolidate its unique approach to premium advisory services, using cutting-edge technology. The solution was developed by factoring in financial adviser needs and draws on straightforward and reliable technology to significantly enhance the advisory process. Users can quickly and easily navigate between overviews and more detailed presentations of data and readily obtain key information.
According to ERI Lugano's Director, Ricardo Pinto: "The advisory model created and implemented by Banca Consulia complies with all the obligations of the MIFID II Directive, which should take effect in Italy early 2018. It was this that convinced us to develop an innovative platform which will give Banca Consulia significant competitive edge in the market. High-level technology is used to provide a flexible and cost-effective ...
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