Case Study: Triodos Bank achieves compliant, client-centric goal profiling with Ortec Finance’s OPAL platform

How do we bring our customers’ goals into focus within the framework of the new regulations

Triodos Bank, a sustainable bank focused on impact investing, needed to comply with new financial regulations requiring them to demonstrate that clients' financial goals were feasible. They wanted to achieve this without making it the dominant theme in their client communications, seeking a non-intrusive way to integrate this requirement while maintaining their unique, client-focused ethos. To address this challenge, Triodos partnered with Ortec Finance and utilized its OPAL-platform.

The solution from Ortec Finance provided a framework to query client objectives and risk tolerance, generating high-quality, personalized reports that Triodos could brand with its own look and feel. This process delivered a significant quality impulse by making conversations about financial goals more acute and meaningful. The final "nightstand quality" reports were durable, easy for advisers to use, and greatly improved the client experience, ensuring satisfaction with both the financial choices and the Triodos brand.

Triodos Bank

Albert van Zadelhoff

Director Private Banking