Partnership between Solution Bank and FIDA: quality and innovation at the service of Wealth Management.

The Wealth Management industry has experienced significant acceleration in technological innovation in recent years, placing increasing focus on the service provided to end clients. Banks and specialized companies are constantly challenged to envision, create, and develop new solutions in response to the growing needs of the sector. Solution Bank stands out for its implementation of innovative solutions in Wealth Management and its commitment to rigorously monitoring client portfolios and adjusting investment strategies based on each client’s risk profile and time horizon. The goal is to offer personalized solutions that ensure optimal long-term returns. For this reason, the bank sought a cutting-edge fintech company that fully understood its needs and identified FIDA Finanza Dati Analisi as the ideal partner. The Italian group FIDA specializes in the development of software platforms for financial consulting, private banking, and wealth management, and is also recognized as a leader in the collection, analysis, and distribution of data and information on mutual funds. The decision to collaborate with FIDA was driven by its reputation and expertise in providing innovative and customized solutions for the financial sector. “Solution Bank has thus turned to FIDA to obtain a tailor-made platform that could meet its needs. Through close collaboration between the Wealth Products team and the IT department, the two companies successfully developed a feasibility analysis, leading to the creation of an efficient and operational system in a remarkably short time.” By creating specialized extractors and importers, FIDA ensures that each user of the platform has access to always up-to-date positions. With this advanced system, Solution Bank’s bankers can perform all the analyses enabled by the platform and ensure that their clients are identified with the most suitable investment solutions for their needs. The speed and automation provided by advanced tools enable greater efficiency in decision-making, delivering an exceptional service that stands out in the Wealth Management landscape. The partnership between Solution Bank and FIDA highlights the importance of a strategic approach in Wealth Management, focusing on quality and innovation in platform services as fundamental pillars.