Success Story BNP Paribas
Wealth Management – Private Banking

This page will give you an insight into the collaboration between BNP Paribas Wealth Management – Private Banking and aixigo AG.

The challenge: A private banking solution for the future

BNP Paribas Wealth Management – Private Banking aspired to evolve into a next-generation, forward-looking private bank.

They aimed to merge the highly personal nature of advisory and wealth management services with fast digital self-services. For this purpose, they sought a solution for a new digital offering that would also facilitate a fast and straightforward integration of new services into existing IT infrastructures in the long term.

The result: A novel portfolio management system

With its API-based high-performance Wealth Management Platform, aixigo has provided the basis for solving this challenge. The outcome is a novel portfolio management system. It combines the best of investment advisory and discretionary portfolio management. The platform is a scalable advisory solution for all wealth management and affluent customers. In addition to its extensive capabilities, the new portfolio management system brings a real efficiency gain to BNP Paribas – while simultaneously offering a high degree of individualisation for customers. The creation of a MiFID II-compliant declaration of suitability is now just a click away. The result is – as intended – excellent service quality and the best possible customer experience.

The novel solution is absolutely regulation-compliant (e.g., MiFID II) and by far exceeds standard offerings on the market. In addition to other comprehensive functionalities, it particularly stands out from competing products due to these capabilities:

Profound portfolio analytics (risk and performance KPIs)
Monitoring of specific portfolio KPIs
Assured compliance of the advisory process
Automated creation of the declaration of suitability
Maximum configurability
Lean and automated quality assurance process
Batch Portfolio Reporting
Basket Order
Marcel Becker
Head of Private Banking Germany at BNP Paribas

"Generally spoken, digitisation supports advisers in their daily business and facilitates processes. Thanks to new digital tools, advice can be carried out in a more structured manner, and measures can be implemented more quickly. In addition, errors and sources of error are significantly reduced. As a result, we experience a significant increase in efficiency."

Christian Friedrich
CBO at aixigo AG

"In many of our projects, we could notice an increase in efficiency and an improvement in the quality of advice. Moreover, we have also enhanced the customer experience. Customers receive high-quality portfolio analysis at the touch of a button, and advisers can easily create a detailed investment proposal that not only takes into account the customer's individual preferences but also BNP's extensive research. In addition, our platform permanently monitors all customer portfolios and alerts advisers when something important happens. As a consequence, advisers are much closer to their customers."

Video interview with BNP Paribas and aixigo

In this series of interviews, Marcel Becker (Head of Private Banking Germany at BNP Paribas) and Christian Friedrich (CBO at aixigo) reflect on the collaboration between BNP Paribas and aixigo.

Video interview Part 1/4

An introduction to BNP Paribas Germany

In this episode of the interview series between BNP Paribas and aixigo, Marcel Becker and Christian Friedrich comment on how BNP Paribas Wealth Management – Private Banking has approached digitalisation and how it meets the demands of advisory and discretionary portfolio management in equal measure.

The following questions will be answered:

Mr. Becker – What is BNP Paribas' secret to success in the wealth management sector?

Mr. Becker – You addressed the issue of digitisation at an early stage in Germany – both in the area of investment advice as well as in discretionary portfolio management. What was the key driver behind this?

Mr. Friedrich – How do you manage to meet the demands of investment advice and discretionary portfolio management at the same time?

Video interview Part 2/4

Why did BNP Paribas Wealth Management – Private Banking choose aixigo?

In this interview, Marcel Becker outlines why BNP Paribas chose aixigo:

Mr. Becker – Why did you choose aixigo's Wealth Management Platform in terms of technology and expertise?

Videointerview Part 3/4

How BNP Paribas' advisers experience digitisation and how aixigo's platform delivers value to them

This interview features Marcel Becker and Christian Friedrich answering the following questions:

Mr. Becker – How do BNP Paribas advisers experience the changes brought about by digitisation in their everyday work?

Mr. Friedrich – From your point of view, which functionalities of the aixigo Wealth Management Platform offer advisers real added value?

Videointerview Part 4/4

Value creation in future wealth management

As part of this interview, Marcel Becker and Christian Friedrich answer the following questions:

Mr. Becker – What do you think could bring real added value to investment advice in the next few years?

Mr. Friedrich – If you think one step further: What could follow in addition to digital advice?

Mr. Friedrich – Assuming that one day purely digital advice will exist alongside face-to-face advice. What task would you improve as a software provider?  

Video interview Part 1/4

An introduction to BNP Paribas Germany

In this episode of the interview series between BNP Paribas and aixigo, Marcel Becker and Christian Friedrich comment on how BNP Paribas Wealth Management – Private Banking has approached digitalisation and how it meets the demands of advisory and discretionary portfolio management in equal measure.

The following questions will be answered:

Mr. Becker – What is BNP Paribas' secret to success in the wealth management sector?

Mr. Becker – You addressed the issue of digitisation at an early stage in Germany – both in the area of investment advice as well as in discretionary portfolio management. What was the key driver behind this?

Mr. Friedrich – How do you manage to meet the demands of investment advice and discretionary portfolio management at the same time?

Video interview Part 2/4

Why did BNP Paribas Wealth Management – Private Banking choose aixigo?

In this interview, Marcel Becker outlines why BNP Paribas chose aixigo:

Mr. Becker – Why did you choose aixigo's Wealth Management Platform in terms of technology and expertise?

Video interview Part 3/4

How BNP Paribas' advisers experience digitisation and how aixigo's platform delivers value to them

This interview features Marcel Becker and Christian Friedrich answering the following questions:

Mr. Becker – How do BNP Paribas advisers experience the changes brought about by digitisation in their everyday work?

Mr. Friedrich – From your point of view, which functionalities of the aixigo Wealth Management Platform offer advisers real added value?

Video interview Part 4/4

Value creation in future wealth management

As part of this interview, Marcel Becker and Christian Friedrich answer the following questions:

Mr. Becker – What do you think could bring real added value to investment advice in the next few years?

Mr. Friedrich – If you think one step further: What could follow in addition to digital advice?

Mr. Friedrich – Assuming that one day purely digital advice will exist alongside face-to-face advice. What task would you improve as a software provider?  

About BNP Paribas

BNP Paribas is a leading European financial institution with an international reach. It is represented by around 193,000 employees in 68 countries, of which almost 148,000 work in Europe. In Germany, the BNP Paribas Group has been active since 1947 and has successfully positioned itself in the market with 12 business units.

Private customers, companies and institutional customers are served by around 6,000 employees nationwide in all relevant economic regions. BNP Paribas' diversified product and service offering corresponds to that of an innovative universal bank.

Headquarter in France, Paris
Represented within 18 countries
Assets under management: 390 billion euros
Headquarter in France, Paris
Represented in 18 countries
Assets under management: 390 billion euros

Article – Gartner Hype Cycle

aixigo has been featured in Gartner's "Hype Cycle for Digital Banking Transformation, 2021" regarding "Roboadvisor 2.0" technology. The article summarises the most important information.

What is the Hype Cycle?

What is "Roboadvice 2.0"?

What are the benefits and drivers?

How is the technology applied at aixigo?

Article – Gartner Hype Cycle

aixigo has been featured in Gartner's "Hype Cycle for Digital Banking Transformation, 2021" regarding "Roboadvisor 2.0" technology. The article summarises the most important information.

What is the Hype Cycle?

What are the benefits and drivers?

What is "Roboadvice 2.0"?

How is the technology applied at aixigo?

Discover aixigo's Solution Kits

Advising Kit

aixigo's investment advisory software for the efficient and regulation-compliant creation of an investment recommendation.

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Analysing Kit

aixigo's portfolio performance and portfolio analysis software for professional and scalable services.

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Managing Kit

aixigo's portfolio management software for innovative and scalable portfolio management.

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Planning Kit

aixigo's financial planning software for comprehensive and transparent financial planning.

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Build your own innovation

In aixigo's Wealth Management Lab kreieren wir gemeinsam mit Ihnen neue Services für Ihr Wealth Management.

MEHR ERFAHREN

Discover aixigo's Solution Kits

Advising Kit

aixigo's investment advisory software for the efficient and regulation-compliant creation of an investment recommendation.

READ MORE

Analysing Kit

aixigo's portfolio performance and portfolio analysis software for professional and scalable services.

READ MORE

Managing Kit

aixigo's portfolio management software for innovative and scalable portfolio management.

READ MORE

Planning Kit

aixigo's financial planning software for comprehensive and transparent financial planning.

READ MORE

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