Case Study: InsingerGilissen strengthens private banking advice with Ortec Finance

InsingerGilissen - Customer Case Study

InsingerGilissen, a major private bank in the Netherlands, sought to provide its wealthy clients with truly independent financial advice and robust asset-liability management (ALM) studies. To enhance its service level and facilitate its customers through digitization, the bank partnered with vendor Ortec Finance to utilize its OPAL software for ALM analysis and a new financial planning tool.

Ortec Finance implemented its OPAL software to provide easy-to-use, high-quality ALM reporting for the bank's clients. The solution also included a new financial planning tool developed for the wider KBL European Private Bankers group, which InsingerGilissen is part of. The results were a strengthened cooperation where Ortec Finance acts as a critical independent party, challenging governance and investment policies. This partnership allows InsingerGilissen to internalize essential client data, cut costs through further digitization, and maintain a high level of service for its clients.

InsingerGilissen

Tom Loonen

Director Private Banking