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QVIEW provides a personalized and intuitive way of visualizing and reporting the key data required to manage a private bank.
It is intended as an assistant enabling staff to view the important data for their function at a glance. It is analogous to a dashboard for the business QVIEW has been designed so that senior managers and client advisors can use it within minutes with little or no IT training.
Initial release has been developed to interface to ERI Bancaire's Olympic banking system.
The design of QVIEW is based on the real world experience of implementing Olympic throughout Europe as part of an international team working for a large private bank.

 

  

QVIEW is designed for three groups of individuals within a private bank:

● Senior management

● Back office personnel

● Client advisors

It provides each of these groups a customized view of the business as it happens enabling them to take better decisions.

  
   

Senior management are able to accurately monitor:

● Net new money for the overall bank and by branch or client advisor team

● Performance of branches or individual teams

● Monitor the commission and fee discounts individual and teams of advisors are giving to obtain business

● Monitor the performance of individual asset classes

● Review performance on the business month on month

 
   

Back office staff are able to accurately monitor:

● Transaction volumes by asset class and drill into individual transactions to identify problems

● Monitor cancellations and reversals, a typical source of error and drill into the individual transactions to find the problem

● Quickly check the integrity of static data

● Identify incomplete transactions where manual intervention is required

● Monitor the volume of STP transactions

● Provide alerts when operational thresholds are exceeded

● Quickly check counterparty static data

  
   

Client advisors are able to:

● Monitor the transactions placed on behalf of clients and identify if they have completed or if there are outstanding issues to be resolved before the end of day

● Provide up to the minute information on fees to be charged and commission rates

● Quickly confirm client static data. Client advisors know their clients and are the best placed to verify the client stati

  
 
     
   

APR Consulting (International) Limited
Muehlegasse 11, 8001 Zuerich
Administration Office: Phone: +41 (0)44 261 20 25, Fax: +41 (0)44 252 54 47
Development Office: Phone: +41 (0)44 210 03 25, Fax: +41 (0)44 210 00 63