Home

Case Study

Investment Division at Commercial Bank Enhances Client Services with FactSet’s Solutions for Wealth Managers

Investment Division at Commercial Bank Enhances Client Services with FactSet’s Solutions for Wealth Managers

FactSet
Pages 2 Pages

FactSet’s comprehensive wealth management solutions helped the investment division at this commercial bank enhance client services by providing robust resources to manage investments and communicate portfolio insights effectively. The platform offers advanced market data, portfolio analytics, and customized reporting, enabling the team to connect market events with investment decisions confidently. These tools support better client engagement and portfolio management, improving both decision-making and communication with clients and prospects.

Join for free to read

You Might Also Like


Wealth Management Division at a Large U.S. Private Bank Drives CRM Adoption, Advisor Productivity, and Client Engagement with FactSet
Case Study Wealth Management Division at a Large U.S. Private Bank Drives…
FactSet

Wealth Management Division of a Top-Three Canadian Bank Upgrades Its Market Data, Research, and Analytics for Advisors and Clients
Case Study Wealth Management Division of a Top-Three Canadian Bank Upgrades…
FactSet

Global Commercial Bank Automates Manual Tasks and Increases Efficiency with FactSet’s Productivity Suite
Case Study Global Commercial Bank Automates Manual Tasks and Increases…
FactSet

Global Wealth Firm Increases Advisor Productivity with FactSet’s Content, Analytics, and Flexible Technology Solutions
Case Study Global Wealth Firm Increases Advisor Productivity with FactSet’s…
FactSet

More from FactSet


Wealth Management Division at a Large U.S. Private Bank Drives CRM Adoption, Advisor Productivity, and Client Engagement with FactSet
Case Study Wealth Management Division at a Large U.S. Private Bank Drives…
FactSet

Wealth Management Division of a Top-Three Canadian Bank Upgrades Its Market Data, Research, and Analytics for Advisors and Clients
Case Study Wealth Management Division of a Top-Three Canadian Bank Upgrades…
FactSet

Global Commercial Bank Automates Manual Tasks and Increases Efficiency with FactSet’s Productivity Suite
Case Study Global Commercial Bank Automates Manual Tasks and Increases…
FactSet

Global Wealth Firm Increases Advisor Productivity with FactSet’s Content, Analytics, and Flexible Technology Solutions
Case Study Global Wealth Firm Increases Advisor Productivity with FactSet’s…
FactSet
© 2026 Contentree.  All Rights Reserved   |   Privacy and Cookies   |   Legal   |   Do not sell my info