Privé Technologies was proud to have been able to present our insights on open architecture and ecosystems with our talk on taking a platform approach to digitalisation. Financial institutions are rapidly becoming more interested in transforming data and service silos into platforms. In a presentation hosted by our CEO and Co-Founder, Julian Schillinger, we outlined our strategy for helping financial institutions to digitalise their wealth management offerings.
Taking a Platform Approach
Julian explains how our platform-oriented approach helps us to provide a solution base that other financial institutions can build products and value propositions with.This allows us to effectively use and deploy APIs, microservices and AWS components. Our approach results in a faster and more efficient go-to-market with lower risk and greater flexibility. Being able to integrate seamlessly with existing infrastructure ensures that financial institutions are able to use the same platform to power multiple channels and that it is easily scalable according to the company’s needs.
Real-world Use Cases
Julian also shares some specific use cases of our blue-chip clients who have used our technology to build their own platforms and unlock new market opportunities, such as the mass affluent segment. In addition, he spotlights one of our patented solutions, the AI-based goal optimizer capable of hyper-personalizing portfolios according to a client’s risk preferences, goals and aspirations, and their ESG criteria.
The full playback of our segment, along with the rest of the Amazon Web Services symposium, is available for free here.
About Privé Technologies:
Founded in 2011, Privé Technologies is a leading Software as a Service (SaaS) provider digitizing wealth management services of Banks, Asset Managers or Insurers. Our suite of products spans from client acquisition, digital onboarding and robo-advisory solutions, to portfolio construction, AI optimization, portfolio management (PMS), portfolio monitoring and reporting, to account aggregation, and more. Our lego block approach allows clients to choose and assemble unique journeys using Privé modules to suit their individual needs, such as fully digital Advisor-led wealth management journeys or end-to-end robo-advisory solutions. Privé Technologies services over 70 blue-chip clients across 16 markets globally and currently has offices in Hong Kong, Singapore, Taiwan, South Korea, Thailand, Germany and Austria.
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