Case Study: Eurobank Private Banking achieves improved operations and exceptional client experience with Profile Software's IMSplus Wealth Management

Eurobank - Customer Case Study

Eurobank Private Banking selected Profile Software’s IMSplus Wealth Management solution to streamline operations and elevate the client experience for its VIP clientele. Eurobank, recognized as the best Private Bank in Greece for the past 14 years, aimed to modernize its wealth-management capabilities and deliver a higher-touch service.

Profile Software implemented the IMSplus Private Banking and Wealth Management platform, offering a robust, open-architecture system with modern financial tools, an intuitive UI, a 360° client view, multi-dimensional reporting and detailed performance analysis to meet Wealth Managers’ needs. The deployment enabled improved operations and richer client servicing; the case study highlights these qualitative gains but does not provide specific quantitative metrics.

Eurobank