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Berenberg adopts an agile approach to build a client-focused Wealth Management Portal

As one of the oldest banks in the world, Hamburg-based Berenberg relies on a relationship-based service culture as it advises high-net-worth individuals and their families, sometimes over generations – with the relationship manager acting as a central part of the process.

Yet today, more and more clients require on-demand portfolio information that’s accessible from anywhere in the world.

Recognizing their clients call for change, Berenberg took the decision to launch an omni-channel Wealth Management Portal – creating a digital offering to enhance the service provided by its relationship managers.

Discover how Backbase helped Berenberg build an omni-channel portal for wealth management clients – enhancing its service via relationship managers.

Download the customer story