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Follow on Google News | Wealth management by a-touch from GFTTurning investment consulting into a mobile and interactive experience
By: PR Savvy A-touch allows the whole consultation process to revolve around the multi-touch display. Simply by touching the screen, investors can call up detailed information on anything they are interested in. This allows them to actively shape the process according to their individual requirements. Sample portfolios and performance comparisons are displayed in the form of clear, understandable graphics. The advisor is also freed from time-wasting activities. For example, the intelligent process logic ensures that obligatory documentation is taken care of automatically, allowing the consultant to focus wholly on the client and key aspects of the consultation process. GFT UK’s Managing Director, Graham Underwood, explains “GFT’s a-touch framework will make a decisive contribution towards raising the quality and transparency of the financial advice process. Complex products can be clearly illustrated and any changes in the existing investment strategy are clearly documented. At the same time, the framework provides system-based support to meet the legal requirements for financial consultants. In future, banks will come to rely increasingly on intelligent IT applications to fully comply with growing regulatory demands. Both banks and investors will benefit from our a-touch framework: financial institutions can minimise their risk of liability, while at the same time significantly enhance the quality of advice given to investors”. A-touch uses up-to-the-minute computer technology to enhance the consulting experience. The underlying software systematically steers the consulting session in line with formally laid-down processes and risk management guidelines. Using the system, all investment strategies and financial products can be explained through multimedia demonstrations in a clear and understandable manner. After ascertaining a risk profile for the investor, the system takes personal circumstances into account before making specific investment suggestions, broken down into products from different asset categories. The system regularly compares targets to actuals, based on the very latest market developments, providing clear and comprehensible graphs. The investor and consultant can then jointly develop a suitable investment strategy with the aid of multimedia support. A-touch documents all the necessary steps of an investment advice session, from an understandable explanation of the risks and opportunities of the investment products, to the provision of a record of the financial advice session. The a-touch mobile device available on the iPad is about accessibility and ease-of-use. It offers the improved portable and intuitive access to a bank’s data that investors are now demanding. Equipped with additional security elements, it offers the same functionality as the a-touch for laptop. Further support is provided by short informative films on complex products, or by specially generated graphics showing the current portfolio composition, prospective investment returns and possible loss risks. EDITOR’S NOTES Suitability Whether on the iPad or a laptop, the a-touch multi-touch display will make financial advice a refreshing experience and can play a key role in helping banks implement their suitability requirements. Suitability is a ground-breaking new value system currently being discussed by the financial community, describing the challenge of recommending only those financial products which are suitable for the investor, based on a pre-defined profile. The aim is to significantly improve the quality of the financial advice provided. About GFT The GFT Group (www.gft.com) GFT is among the world's leading IT service providers in the financial services sector. The company combines established technology experience with a wide range of industry expertise, in order to develop, implement and maintain customised IT solutions (Services division). GFT recruits and places IT freelancers across a range of industries and locations. It also oversees the complete management package for its clients. The basis for this is a worldwide reserve of experts, consisting of over 180,000 freelance IT specialists (Resourcing division). Ulrich Dietz founded GFT in 1987 and is now CEO of the Group which, in 2009, achieved revenues of around 217 million EUR. It has more than 1,200 employees at locations in Germany, UK, US, Spain, Brazil, Switzerland and France. GFT shares are listed on the Frankfurt Stock Exchange (Prime Standard: WKN 580 060, GEX). For more information, please contact: Kate Warwick or Mayra Cunningham, PR Savvy Tel: 078 1069 7282 / 07825251615 Email: kate.warwick@ # # # PR Savvy is shrewd about creating relevant PR strategies and savvy about securing meaningful results for our clients. A London-based business, we have developed a strong reputation for our perceptive approach to PR and what makes a client newsworthy. End
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