by Martin Wik Sætre, on 13 December 2021 11:11
Quantfolio is glad to announce that we have onboarded Sparebanken Vest as a new customer. The deal was signed last week and we are starting implementation straight away. During the coming months, we will implement Deep Alpha Advisor Solution for Sparebanken Vest to be used by the bank´s investment advisors with their clients. The solution not only provides engaging interfaces for client dialogues, but also takes care of documentation and ensures that all advice given are compliant with the current regulations. More over, it gives an opportunity for the advisor to serve very specific opinions and preferences of the client in sustainability and in thematic choices like investing in green energy, or a specific region or, for example, in female-run startups.
All in all, the implementation of the tool will lead to more engaging advisory process for both the advisors and end-clients, and ensure that the clients are well taken care of. We are looking forward to working together with Sparebanken Vest.
