Workflow

Core values

We consider it important that our clients can identify with our philosophy and worldview. The essence of this is that customer service is at the heart of what we do, but I will elaborate on this in detail under the aftercare section. We believe that we can establish a successful short- and long-term collaboration if, beyond marketing, we support our clients' capital market ambitions with real professional expertise. Of course, a minimum level of mutual sympathy will also be necessary to take the first steps together.

Needs Assessment with 21st-Century Methods

When innovation meets market needs, it always results in solutions that serve our clients' best interests. There are many ways to conduct a needs assessment, but based on our experience, thoroughness, attention to detail, and risk assessment are the most crucial factors. We utilize our proprietary system, developed in compliance with both Hungarian and international regulations, while strictly adhering to MIFID II guidelines. The AOC System provides invaluable support to both clients and advisors, elevating our consultants above the standard practices of the Hungarian intermediary market.

Processing fo needs

The most important task here perhaps falls on our capital market intermediary colleagues. The starting point is processing 25 questions based on past and present experiences. Following this, our colleagues work together with clients to map out the present, past, and future. It has often happened that the answers to our questions are not straightforward and raise additional questions. Clarifying these thoroughly, even through multiple discussions, provides a real competitive advantage.

Offer Collection

Our clients define in detail the parameters of the investment opportunities they require or prefer. Based on these, we can offer the advantages of the Partner Bank AG (an Austrian private bank founded in 1992) that we represent. With the Bank's unique Focus Book, our clients can choose exclusively from the best-performing investments. Here comes the first twist, because unlike the Hungarian market, our clients can experience real-time wealth management even at the retail level. For more details, click on the Focus Book.

Aftercare

In today's world, the greatest achievement is not acquiring something, but being able to maintain it. Post-care is a service we provide throughout our entire collaboration with our clients. Currently, the biggest issue on the Hungarian market is the large number of "neglected" clients, with whom "no one" is engaged—no one feels motivated to visit people who have no financial interest in them. Let's be honest, this is the reality. For me, the primary goal has always been that if we know the problem and there is a solution, we should create value. Our aim is to build and maintain a unique relationship filled with continuous education that guarantees private banking quality for each of our clients. We provide continuous updates on the products in our clients' portfolios, keeping the information up to date. We review and forward the documentation. Additionally, we enhance our post-care service with our in-house newsletters and the technical analyses from our professional team.