Practical Avaloq Use Cases for Business Leaders
Unlock the full potential of your Avaloq investment without writing a single line of code. These use cases demonstrate how expert configuration and intelligent analysis can solve common business challenges, boost efficiency, and reduce operational risk.
Diagnose Knowledge Gaps to Enhance Performance
Is uneven Avaloq knowledge slowing your bank down? This interactive tool demonstrates the common pain points that arise from hidden knowledge gaps.
Operational Drag & Costly Errors
Are your Relationship Managers spending more time navigating the system than advising clients? Are manual workarounds and parallel Excel sheets bridging gaps that Avaloq should handle natively? These inefficiencies aren't just frustrating; they introduce errors, delay client requests, and drive up operational costs.
Unrealised Platform ROI
Are you confident you're leveraging the full spectrum of your licensed Avaloq modules? Often, powerful functionalities in portfolio management, compliance, or reporting remain underutilised simply because teams are unaware of their existence or lack the confidence to use them, leaving significant value on the table.
Protracted Onboarding & Talent Bottlenecks
How many months does it take for a new hire to become fully autonomous and productive on the platform? When senior staff must constantly hand-hold junior colleagues, it pulls your most valuable experts away from their core duties and slows your bank's ability to scale effectively.
Elevated Compliance & Reputational Risk
In today's regulatory climate, "I didn't know" is not a defense. Could a user's misunderstanding of a process in client onboarding or regulatory reporting (e.g., MIFID II, AML, DAC6) expose your bank to audit findings, regulatory fines, or reputational damage? A robust audit trail requires a provably competent workforce.
Standardize Key Reports for Ultimate Efficiency
Follow this step-by-step simulation to see how a manager can create a shared library of reports for a specific team, streamlining access for everyone.
Step 1: Open the Favourites Menu
First, navigate to the Others ribbon tab and select Favourites from the "User Information" group.
Step 2: Select the Security Role
In the Favourites window, use the Role field to select the specific security role you want to assign the standard favourites to (e.g., "PORTFOLIO_MANAGER").
Step 3: Create the Favourites List
After selecting the role, you build the list of favourites just as you would for personal use, by adding reports, orders, and other objects relevant to that role.
- Top 12 Reports
- Estimated AuM
- Basic matrix for extraction
- Assets au 31.12
Step 4: User Selects Their Active Role
A user who belongs to multiple roles must select which set of standard favourites to display. They do this in their My Preferences form.
Step 5: Favourites Appear in the Sidebar
Once selected, the user's sidebar is populated with both their "Personal Favourites" and the "Standard Favourites" for their chosen role, providing instant access.
Optimize Your Reporting Landscape with Intelligent Analysis
Over time, your Avaloq Task & Reporting Desk can become cluttered with hundreds of reports. Our semantic analysis service identifies redundancies and consolidation opportunities that are impossible to find manually.
Click to see the analysis results:
Maximize Your Avaloq ROI Through Smart Configuration
These examples show how expert-led initiatives can transform your bank's operations. To discuss your specific challenges and business goals, please contact us for a confidential consultation.