Consumers are shifting from traditional advice to online financial services. They want round-the-clock access to their current financial situation. They expect online information and advice to be up-to-date and to be able to make their own financial decisions via the web. Financial institutions have recognized this trend and business models are adjusting rapidly. Adding the online channel requires setting up a framework that can provide uniform data, high-quality calculations and consistent communication of risk and return.
An OPAL-based framework offers several options to communicate risk and return consistently across the full product range and all communication channels. By using data generated by OPAL Engine you can create your own investment platform for the advisor and client. OPAL platform delivers a ‘ready to go’ advisory and monitoring tool that can be customized and integrated with existing processes and software. Both options deliver first-rate economic data that help provide the expected service level and increased client satisfaction and retention.