From on request
to on-demand.

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.

Recognising  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.

Alongside a digital mechanism for regulatory checks, Berenberg’s vision was to give clients the on-demand portfolio information they expect while keeping the relationship manager at the heart of the process with a set of digital communication tools.

This meant it not only had to offer clarity and convenience, but also the depth of detail that Berenberg clients demand.

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

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