Wealth Management Solution - Robo(4)Advisory Qorus Banking Innovation Awards 2021

The Banca Carige Group started the change in 2020 with the development of a "remote" and "digital" consulting platform to achieve the offer of wealth management services with the most innovative market standards Through a new technology architecture, Gruppo Carige's Robo (4) Advisory solution, powered by Prometeia, allows the Chief Pricing and Commercial Strategy and the Head of Advisory to address the right target clients with the appropriate products and personalized messages, providing a transparent, clear, consistent, traceable and fully compliant investment proposition. The Banca Carige Group, after a deep and strong selection process, has identified as a Partner, the Business Intelligence Advisory solution created by Prometeia named Robo (4) Advisory. Prometeia has a recognized Leadership in Wealth Management solutions (> 40 banking, insurance, and CF networks). In the Italian market, 8 out of top 10 most important networks of financial advisors use Prometeia Wealth Management Analytics solutions. Prometeia has in-depth knowledge of business models and solutions dedicated to Bankers, a deep experience in the regulatory field, and a specialized team for training and change management. By the innovative Robo4 module, the Group Head of Advisory Department quickly and efficiently design, test and distribute investment ideas to the front line advisory workforce, diversified by service model and distribution channel (Private or Affluent with different Advisory 'Services), to apply and customize them on-line to suit single clients/portfolios. With the newly achieved technology architecture, it is now possible to enhance and deliver to clients a new, distinctive, unique, and excellent service by the search for customized and compliant recommendations aimed to satisfy the unique needs of each customer.