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The system, Comarch Wealth Management, will support Crelan’s agents in delivering comprehensive and suitable investment advice in line with customer needs, priorities, investment preferences and risk appetite.
‘We wish to automate, and thus improve, our investment advisory services plus those related to portfolio management and execution-only, all the while staying compliant with rules and regulations. We’re also working toward a consistent customer journey across all channels’, said Jean-Paul Grégoire, Chief Commercial Officer at Crelan.
According to Crelan, Comarch Wealth Management has been selected due to its functional scope, good fit with technologies already used by Crelan and Comarch’s experience in Benelux.
‘Cooperation with Crelan allows us to establish a stronger footprint on the financial software market in Belgium. We are proud that our product, being the result of Comarch’s great focus on R&D, has gained favor with yet another bank from the region’, said Wojciech Pawlus, General Manager at Comarch Benelux.
Crelan is a 100% Belgian and cooperative bank with CrelanCo as strong cooperative shareholder. Crelan is committed to a different type of banking. Responsible, connected, personal and respectful are the values that the bank finds important and wants to stand up for.