Challenges

As mobile clients are becoming more sophisticated and demanding, client retention is of utmost importance. Financial institutions can leverage the solution's rule-based definitions to launch new products-such as dual currency deposits, principal protected deposits, range accrual deposits, mutual funds and insurance products - with a distinct time-to-market advantage. Integrated with a mobile asset management solution, ensures unique customer definition, a single, unified view of the customer's portfolio across asset classes and seamless flow of transactions. This helps private banks capitalize on their customer base to create additional revenue streams.

Lemon Way solution

Lemon Way has developed a mobile asset management software for private banks. Wonderbank Asset Management is a specialized solution for customers of a high net worth who wish to develop a strong securities portfolio and benefit from Asset Manager Expertise. Lemon Way offering for private bankers is built to meet these demands. This mobile solution offers an asset management portal, a customer interaction tool for the asset manager, and a sophisticated portfolio management capability. Wonderbank Asset Management will help you and your customers plan, execute, administer and monitor their asset portfolio.
It offers a unique combination of an extensive portfolio of functions with impressive flexibility that enables end-to-end processing of investment products from diverse asset classes.

Lemon Way AM Benefits

Tailored services that maximize returns and secure investments,
A singular view of customers' portfolio and relationships,
Easy-to-access financial analyses and portfolio management,
Quick responses to an evolving market.