Strand Kapitalförvaltning
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Sharpfin
A new era in wealth management: Strand Kapitalförvaltning and the need for digital solutions
Strand Kapitalförvaltning faced several common challenges in wealth management, such as technological innovation, scalability and increased regulatory compliance to meet the demands of both clients and employees.
A modern and digital platform was essential to continue offering first-class, transparent and personalised wealth management.
The collaboration
Strand's ambition was to both strengthen relationships with existing customers and at the same time attract a younger generation. This required increased digitalisation, speed and innovation.
There was also a need to streamline operations to meet the rapidly changing environment and ensure scalability.
Sharpfin's platform has enabled Strand Kapitalförvaltning to rapidly scale up its services, leading to increased productivity and better customer focus for managers.
Automated regulatory and reporting functions have reduced the administrative burden and allowed managers to focus more on customer relationships, resulting in an improved customer experience and strengthened relationships with both existing and new customers.
"Sharpfin has helped us to meet our clients preferences, thanks to an efficient and intuitive portfolio system."
- Simon Tarvainen, Partner & Portfolio Manager
at Strand Kapitalförvaltning
Key features of Sharpfin Wealth Management Platform that Strand Kapitalförvaltning values
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Automated compliance has allowed managers to free up time to focus on costumers.
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An intuitive customer portal has enabled quick access to reports and GDPR-secured documents, improving customer satisfaction.
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Scalability through the platform's flexible and modular design has enabled growth.
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