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BNP Paribas Wealth Management Co-creates with its Clients myAdvisory, the 1st Mobile Investment Advisory Tool

BNP Paribas Wealth Management has launched on various markets around the globe its new client experience by progressively revealing services tailored to each client’s personal situation. All of these initiatives are aimed to be fully embedded in the client’s life and are empowering clients to manage the banking relationship the way they prefer.

As part of BNP Paribas Wealth Management’s new client experience, myAdvisory provides directly via smartphone:

  1. Personalized financial advice based on investment guidelines, at a frequency defined by the client
  2. Articles from over 100
  3. Direct trading & chat capability with in-house investment specialists on the same unique and secure platform

1. Personalized financial advice

Clients receive recommendations in an SMS format, including graphs and videos, written by a dedicated advisory team, tailored to the client’s guidelines. Clients decide which recommendations they want to receive, how often and when. They can see and analyze their portfolio and relevant metrics and even place an order from their smartphone.

“Thanks to myAdvisory, our powerful in-house data engine, clients can see the impact of a recommendation on their portfolio with a simulation of their current position and a forecast based on our advice. The client can give the instruction directly from the App. Each session lasts just a few minutes, so it’s perfect when clients are travelling and have a spare moment for example at the airport.”Vincent Lecomte, Co-CEO of BNP Paribas Wealth Management.

2. Trends & ideas tailored to clients’ portfolios

myAdvisory is boosted by a personalized news feed from over 100 news sources, tailored to the client’s portfolio, and it also shows trends on social media from the investment community in line with the client’s portfolio.

Clients can see not only top buys & sells by other clients with the same risk profile, but also top equity and bond picks by country/region, recommended by BNP Paribas Wealth Management. Moreover, clients have access to equity desknotes and exclusive in-house macro-economic research.

3. A chat-based trading platform

With myChat&Trade, BNP Paribas Wealth Management clients can buy, sell & hold, on all products and markets, anytime and anywhere. Clients are able to view their portfolios, receive online trade notifications and chat with their investment specialist, in a highly secured environment with a history of all discussions.

“myAdvisory is just one of the many innovative digital solutions that we have co-designed with our clients and that we will be rolling out in the future and we are continuing to work with our clients to bring even more digital solutions to meet their needs.”  Sofia Merlo, Co-CEO of BNP Paribas Wealth Management.

DISRUPTIVE NEW SERVICES & FUNCTIONALITIES

Since 2016, BNP Paribas Wealth Management has been building a brand new Client Experience, with new services and functionalities, co-created with clients. These initiatives are aimed to be fully embedded in the client’s life and are empowering clients to manage the banking relationship the way they prefer. Discover the 11 new Minimum Viable Products developed by BNP Paribas for and with its Wealth Management Clients.

About BNP Paribas Wealth Management 

BNP Paribas Wealth Management is a leading global private bank and #1 Private Bank in the Eurozone. Present in three hubs in Europe, Asia and the US, over 6,600 professionals provide a private investor clientele with solutions for optimising and managing their assets.

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