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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Transforming and optimizing your operational workflows can lead to enhanced efficiency that is responsive to your clients' evolving demands. By automating and refining these processes, financial advisors and wealth managers gain the agility to customize their offerings according to client preferences. In a rapidly changing investment landscape, presenting a variety of alternative investment options—such as REITs, socially responsible investments (SRIs), ESG-focused strategies, private equity, philanthropy, and cryptocurrencies—plays a vital role in both attracting new clients and retaining existing ones. The dynamic between clients and wealth managers has shifted significantly, with personal interactions becoming less favored. Nonetheless, tailored investment guidance that considers individual risk profiles, life aspirations, and personal preferences continues to be an essential service. In this context, delivering advanced and personalized omnichannel digital solutions throughout the entire client journey is increasingly important to fulfill their demands for convenience and efficiency. As the industry continues to evolve, staying ahead of client expectations will be critical for success.

Description

With SNL Banker, turn your internal data into essential insights. Our solution effortlessly connects with existing systems, enhancing visibility for U.S. community banks and credit unions regarding their financial and operational status. Empower your financial institution to make informed decisions confidently with SNL Banker. Gain access to a variety of reports that allow you to examine trends, identify opportunities, and strategically allocate key resources. Our user-friendly, role-based reporting platform enables your team to generate reports with ease. Ensure that all organizational levels have a unified source of information by consolidating data across different systems. Additionally, utilize tailored dashboards that provide your team with the necessary tools to not only pinpoint issues but also to effectively address them. This level of insight and resource allocation can significantly elevate your operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ERI

Founded

1989

Country

Switzerland

Website

www.olympicbankingsystem.com

Vendor Details

Company Name

S&P Global

Founded

1917

Country

United States

Website

www.spglobal.com/marketintelligence/en/solutions/snl-banker

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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