BTN upscale Their Online Wealth Management Services with Avantrade Investment Portal
Bank BTN (PT Bank Tabungan Negara, Tbk (Persero)) is a state-owned enterprise bank, responsible for providing financial services to the public in order to drive economic growth for Indonesian in general and for small-medium business in Indonesia choose Avantrade Investment Portal to support their business strategy to enter the digital market for investment.
Bank BTN is one of the loyal customers of Jatis Solutions (member of Indivara Group) and Avantrade. Following the market trend and the changing customer behavior the need to enter the digital market for big banks like BTN is unquestionable not only for their core business but also include their Wealth Management Business.
Avantrade Wealth Management System has been trusted by BTN for years as a system to manage their backend wealth management transactions. And now, they decide to expand the use of this platform by implementing Avantrade Investment Portal module. This module enables BTN to pursue its goals to enter digital and millennial market for investment.
Avantrade Investment Portal module is a front-end module which could enable BTN to provide their customers with real-time information and data regarding their investment portfolios. BTN is expected to go live in September 2019.
In long term planning, BTN will also implement the Financial Planner features to enrich and expand their services to customers. This feature is a tool to enable RM to create financial planning based on required parameters so the investment products can be determined based on client business objectives, risk profile, historical market trends,