Deutsche Bank Spain: New Investment Report Experience

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
11 April 2019

Winner of Celent Model Wealth Manager 2019 Award for Client Experience


Celent recognizes Deutsche Bank Spain as the winner of the Model Wealth Manager 2019 Client Experience Award for its initiative New Investment Report Experience.

Deutsche Bank Spain dramatically overhauled its investment reporting capabilities. Embracing design thinking and agile methods, a modular set of 25 report frames were built to offer top-to-bottom information from a portfolio global overview down to the very details of tax lot levels. Twelve frames now form the core of quarterly report deliverables, while the remainder are available on an ad hoc basis for advisors as supplementary material.

Click here for all 2019 Model Wealth Manager Winners