Know your clients better
The better you know your clients, the better will you be able to serve them.
Norsia is not only looking at investors’ risk tolerance and risk capacity but also studies investors’ personal values.
Norsia’s approach results in enhanced and truly unique profiles, enabling wealth managers to propose highly personalized investment solutions.
Enlarge your offer
More and more investors are keen to invest in a more sustainable way.
Match this increasing demand by creating a tailor-made ESG solution for each client.
Norsia will create an investment charter directly from the investor profile and will support you in making better informed investment decision.
Know instantly whether and to what extent a company’s activities and behaviors match your clients’ expectations and values.
Communicate efficiently
Increase the relevance of your communication with your clients by relying on multisource data.
Norsia analyses this data and identifies which portfolio’s information to share for each specific client.
In the same way, Norsia will warn you about information on which a client could challenge your narrative.
Transform constraints
Financial regulations are constantly evolving and the European Commission is working on a new set of directives concerning financial advisory.
If you have to comply with MIFID II, you will soon be required to establish ESG preference profiles for each client and keep investment in line with it.
Norsia is proposing you to transform this constraint into an opportunity. Grasp it and demonstrate to your clients already now that you are walking the walk of customization.
Know your clients better
The better you know your clients, the better will you be able to serve them.
Norsia is not only looking at investors’ risk tolerance and risk capacity but also studies investors’ personal values.
Norsia’s approach results in enhanced and truly unique profiles, enabling wealth managers to propose highly personalized investment solutions.
Enlarge your offer
More and more investors are keen to invest in a more sustainable way.
Match this increasing demand by creating a tailor-made ESG solution for each client.
Norsia will create an investment charter directly from the investor profile and will support you in making better informed investment decision.
Know instantly whether and to what extent a company’s activities and behaviors match your clients’ expectations and values.
Communicate efficiently
Increase the relevancy of your communication with your clients by relying on multisource data.
Norsia analyses this data and identifies which portfolio’s information to share for each specific client.
In the same way, Norsia will warn you about information on which a client could challenge your narrative.
Transform constraints
Financial regulations are constantly evolving and the European Commission is working on a new set of directives concerning financial advisory.
If you have to comply with MIFID II, you will soon be required to establish ESG preference profiles for each client and keep investment in line with it.
Norsia is proposing you to transform this constraint into an opportunity. Grasp it and demonstrate to your clients already now that you are walking the walk of customization.