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行业

我们的API具有双重目的，涵盖银行业和家族办公室，这两个领域具有独特但通常互补的需求。在银行业，安全性、效率和速度至关重要，我们的API无缝集成以自动化手动流程，例如在投资组合转移中获取ISIN和DGS代码。通过这样做，不仅简化了内部操作，而且改善了客户体验，他们不再需要担心转移的技术细节，并且优化了银行的 KPI，例如转移的投资组合比率，因为在没有人为干预的过程中，否认率为 0。

对于家族办公室来说，财富管理是一项需要对多种资产进行详细和整合视图的任务。这就是我们的 API 大放异彩的地方，它提供准确、重复、实时的数据聚合，从而实现更好的决策。提供更详细和最新报告的能力简化了财务顾问的工作，并允许提供更加个性化和高效的服务。

岸家族办公室
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