- Offering
- Industries
- Banking
- References
- Read more about risk analysis for HVB Wealth Management
Read more about risk analysis for HVB Wealth Management
Requirement and solution
The system was to be expanded with a risk analysis with a graphic presentation function. The theoretical basis was the return-risk presentation according to Markowitz with an adjusted efficiency line. The solution was to connect an independent calculation and visualisation web service to Triple'A with Tetralog from Ray Sono.
Benefits for the customer
With the new solution, employees in HypoVereinsbank's Wealth Management Division can present the return-risk ration graphically. The results:
- More quality in customer consulting
- Increased number of clients
- Competitive advantages
Cirquent's services
Cirquent designed the innovative solution together with HypoVereinsbank's Wealth Management Division. Cirquent's contribution in detail:
- Product selection: Advice in product selection
- Functional concept: Preparation of the complete functional concept
- Transition solution: Development and provision
- Test: Functional concept and execution
- Development: Functional support
- Training: Provision of training material
