Keep your customers up-to-date 24/7
Secure online access to account and deposit information for the customer and consultant improves service quality and guarantees data security.
Information required: | Items, account movements, performance, market data, share analyses and charts |  |
Security requirement: | Guaranteed secure connection | |
Communication requirement: | Secure e-mail permits the exchange of sensitive information. |
eService Cockpit
The modern online banking solution was specifically developed to meet the requirements of private banking. Only the data most important for the customer is provided and classic retail functions such as money transfers are omitted. Connection and communication meet the highest security standards. Stock market orders can be recorded as an option.
The platform is used both in the intra and extranet and permits the consultant to access relevant client data while on trips without physically storing these on his computer. Recorded consulting minutes and notes can also be sent encoded and do not need to be physically transported.
Functions of the
| Description | download PDF eService |
| Dynamic Summaries | Data display from various points of view: asset allocation, positions, accounts in percent or absolute figures |  |
| Detailed Items | Display of all items with corresponding level of detail |  |
| Performance | The most important indicators relevant to performance are reproduced |  |
| Account Movements | Detailed display of all account movements |  |
| Charts | Pie Charts of assets and currency |  |
| Receipt Archive | Filing of all receipts for accounts, deposits, performance – with intelligent search function |  |
| Watchlists and Alerts | Recording of limits on instrument level and watch lists |  |
| Order Acquisition | Recording of stock market orders via secure e-mail | |
| Secure Mail | Secure e-mail environment for communication between customers and bank advisors |  |
| Integrated Market Data | Comprehensive information and graphics at individual stock certificate level |  |
| Company and Share Analysis | Integration of neutral research reports with risk indicators |
