WealthTech : Boost wealth management with sovereign digital service
Family Office can face fragmented data across various business tools and increasing client demands for transparency and responsiveness.
How to modernize digital infrastructure without compromising confidentiality or operational stability ?
Challenge
- Multiple unconnected tools
- Difficulty producing consolidated reports
- Time loss in internal workflows
- Inability to integrate new digital services (PE, crypto, ESG…)
Valeenor’s Solution
- Audit of existing tools and data flow mapping
- Implementation of an on-premise proprietary Data Warehouse
- Orchestration of various modules: CRM, PE analysis tool, client interface
- Integration of AI orchestrator for task automation and information retrieval
- Change management support for staff
Results
- Up to 40% reduction in reporting preparation time
- Improved client experience with unified, personalized interfaces
- Enhanced confidentiality through sovereign architecture
- Team alignment around streamlined, collaborative digital processes