Wealth Management Solution Helps Bank to Strengthen Its Customer Relationship

Provided by: Microsoft
Topic: Enterprise Software
Format: HTML
Kotak Mahindra Bank (KMB) wanted to differentiate its wealth management services and empower relationship managers with the best solution that delivers customized services to its clients. For this, it needed a 360-degree view of a customer's portfolio and hence migrated to MoneyWare wealth management suite from Miles software. It migrated 200GB of data collected over the past 12 years using SQL (Structured Query Language) integration services. This solution gives customers a strong belief that more control gives them an edge over other investors.

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