Japan-based financial services firm Nomura Securities has chosen the new software-as-a-service (SaaS) wealth management technology, Nomura Research Institute (NRI) Advisor Platform, designed to assist financial advisors.
Having gone live in January 2013, the new platform enables wealth management team to offer customized customer relationship management (CRM) in a timely manner.
Featuring flexible, back-office agnostic architecture, it also allows advisors at the firm to access clients’ real-time financial information, including positions, transactions and contract details.
Equipped with a built-in interface with a back-office technology suite for broker-dealers, THE STAR, the new advisor platform offers aggregated individual and family information, allowing its sales representatives to offer customized financial proposals to their clients.
NRI corporate senior vice president and financial systems division manager Shin Kusunoki said, "The SaaS model of our platform provides Nomura Securities a cost-effective way to offer bespoke services to each and every client."
Apart from current wealth management CRM functionalities, the company will also deliver client reporting tools, an application suite for mobile devices, and interactive consulting tools for investment, life and succession planning.
Nomura Securities plays the central role in Nomura Group’s core securities business, providing individual investors and corporate clients with investment advisory and securities underwriting services.