Case Study: Piraeus Bank achieves modern, paperless, front-to-back, MiFID-compliant wealth management with Profile Software's IMSplus and Axia

Piraeus Bank - Customer Case Study

Piraeus Bank engaged Profile Software to modernize its Wealth Management division. The bank selected Profile Software’s IMSplus Wealth Management solution with the Axia front-end to create a modern, reliable front-to-back platform that would reduce time-consuming manual processes, cut operational risk, ensure MiFID-compliant controls, and enable web and mobile access for clients.

Profile Software implemented IMSplus and Axia as a unified platform, giving Relationship and Portfolio Managers full oversight and control of client portfolios, paperless end-to-end STP workflows, and built-in CRM tools for personalised service. The solution eliminated time-consuming processes and operational risks, delivered full STP and paperless operations, and provided secure web/mobile access with proactive, MiFID-aligned checks for Piraeus Bank.

Piraeus Bank