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AMADEUS IT SOLUTIONS |
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AMADEUS IT SOLUTIONS |
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AMADEUS CONFIDENTIALCustomer Relationship Management for Private Banking, Wealth Management and Financial Intermediaries. |
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| As a professional in the Financial Sector, you are confronted with new and ever more complex demands. Legal requirements are extensive and increase by the day, while you must try to exceed your customer's expectations under intense competition. This situation calls for new information tools, created specifically for your business by people who understand your needs. Amadeus IT Solutions has worked with the Royal Bank of Canada, Private Banking Division, since 1991 to produce a tool that exceeds all legal requirements imposed by the tough Swiss anti-money-laundering laws; a tool that protects customer data while improving the business process efficiency. |
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| Amadeus Confidential is able to work with multiple banks and multiple independent business units within your own company. Each account may define numerous specific requirements. |
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| Sophisticated search procedures and pre-defined reports support you to explore any or all sections of your database using advanced retrieval and report technology. |
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| Amadeus Confidential automatically assigns required documents to each new account or when conditions change. Missing or incorrect documents can be located and conformance can easily be verified. |
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| When a list of sensitive persons (blacklist) is present - through purchase and import or manual entry - all new users are checked against this list. If there is any resemblance (approximate matches with advanced matching technology are supported), the user is alerted to all possible matches, which can be examined immediately. | ||
| Amadeus Confidential contains a sophisticated user management system with detailed access controls by individual or group. Access rights may be defined down to the individual field or button. Changes to the database are logged and may be searched. User activities may be monitored statistically, to verify usage patterns. |
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| With strong encryption, and proper procedures, it becomes possible to take some data along for a trip. When managers travel, they may use Amadeus Confidential to enter their reports right during or after seeing their customers. Amadeus Confidential supports full synchronization (merging) of databases with mobile content, including sending fully encrypted and anonymous transfers over the internet. |
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| Amadeus Confidential supports full workflow automation, with user-defined procedures and performance tracking. All user functions may be included in a procedure, which may also contain conditional branches. The actual time interval between tasks is recorded, allowing the evaluation of organizational efficiency, detection of bottlenecks and tracking of individual performance. |
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| As a truly unique feature, Amadeus Confidential can be fully integrated with Amadeus Portfolio, which also may be purchased as a standalone solution. Amadeus Confidential shares some data with Portfolio, but the Confidential customer data may be physically separated from the Portfolio data, ensuring that only people with the proper access rights may view personal information, while those in charge of financial management only see anonymous account data. |
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