Case Study: InsingerGilissen strengthens independent wealth advice with Ortec Finance

InsingerGilissen updates financial plans every 5 years with Ortec Finance

The customer, InsingerGilissen, a large private bank in the Netherlands, needed to digitize to sustain its high service level for wealthy clients while maintaining its commitment to providing truly independent financial advice. They partnered with vendor Ortec Finance for its independent perspective and critical questioning of their governance and investment policy.

The solution implemented by Ortec Finance provided InsingerGilissen with independent tools and critical analysis, which helped the bank facilitate its clients and guarantee good risk management. This partnership allowed the bank to successfully digitize its services without compromising its unique, client-focused advisory model.

InsingerGilissen