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Wealth Managers and Private Client Service Providers

Credit Europe Bank (Suisse) SA North America Europe, Middle East & Africa
Swiss private bank increased operational efficiency by 100% and significantly improved customer service using
Advent’s solutions.

First American Bank North America Europe, Middle East & Africa
Wealth Management Group
Learn how First American Bank manages complex workflow with Advent.

Investment Trust Company North America Europe, Middle East & Africa
Trust Company 
Learn how this Denver firm improves offerings, efficiency, and ROI with the Advent solution.

Plante & Moran North America Europe, Middle East & Africa
Wealth Management Group
Learn how Plante & Moran reap a wealth of benefits with Advent solutions.

Parsec North America Europe, Middle East & Africa
Learn how Parsec Financial implemented Advent Revenue Center to integrate with Axys, automate billing processes,
and reduce chances of error.

Spar Nord Bank North America Europe, Middle East & Africa
Danish bank utilized Advent’s exceptional scalability without increasing operational costs to provide a superior service
to their clients.

Staalbankiers North America Europe, Middle East & Africa
Dutch private bank experienced 50% reduction time for report generation, increased risk management capabilities with sophisticated pre-compliance using Advent’s solutions.



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