OPAL featured in Arena International’s Financial Handbook

As financial institutions prepare to thrive post-Covid, there is no sign that advancement in technology & digitization are dropping off.

Arena International presents the annual Financial Services Disruptive Technology handbook as a valuable resource to navigate this unstoppable terrain and offers a voice to the key thought leaders at the forefront of innovation.

This in-depth look at new technology, trends and innovation within the Financial Services industry is the go-to reference guide for professionals in retail banking, insurance, private banking and wealth management. Based on detailed research with industry experts, this publication provides an essential guide to allow companies to optimize their digital strategies and leverage new technologies.

We are proud to be included in this handbook with our OPAL solution.
The OPAL solution enables financial institutions and advisers to translate their clients’ personal goals into an optimal investment plan and monitor these goals over time. It offers solutions for all stages in a goal-based advisory process in wealth management but also retirement planning for example. From a client intake and risk-profiling to (online) client reporting and proactive monitoring, the tool can be easily integrated with business processes, contributing to a structured and efficient process that is compliant with (inter)national regulation.

Read the complete handbook below with the content of all featured companies. This year’s edition features an article (in partnership with Arena) on page 28 and our OPAL product overview on page 11.

View complete handbook here

 
More information or questions about OPAL? Please contact Iwan or Richard below.