{"id":676,"date":"2024-11-18T13:45:23","date_gmt":"2024-11-18T17:45:23","guid":{"rendered":"https:\/\/www.softwareag.com\/resources\/adabas-natural\/wealth-management\/"},"modified":"2026-06-17T13:59:20","modified_gmt":"2026-06-17T17:59:20","slug":"wealth-management","status":"publish","type":"resource","link":"https:\/\/www.softwareag.com\/br\/resources\/data-integration\/wealth-management\/","title":{"rendered":"Aprimorando servi\u00e7os e aquisi\u00e7\u00e3o de clientes com insights de dados em tempo real"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-meet-the-customer\">Conhe\u00e7a a hist\u00f3ria do cliente<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Este banco \u00e9 um dos maiores do Canad\u00e1, e sua divis\u00e3o de servi\u00e7os financeiros administra mais de 1,1 trilh\u00e3o de d\u00f3lares canadenses em ativos para clientes de alta renda e suas fam\u00edlias, institui\u00e7\u00f5es e organiza\u00e7\u00f5es beneficentes.<\/p>\n\n\n\n    <section\n        class=\"o-simple-cards o-simple-cards--cols-3 alignwide\"\n            >\n        <div class=\"o-simple-cards__inner\">\n            <div class=\"o-simple-cards__grid\">\n                                    <article\n                        class=\"o-simple-cards__card o-simple-cards__card--light\"\n                    >\n                        <div class=\"o-simple-cards__header\">\n                                                            <div\n                                    class=\"o-simple-cards__icon o-simple-cards__icon--light o-simple-cards__icon--color-purple\"\n                                    aria-hidden=\"true\"\n                                >\n                                    <span\n                                        class=\"o-simple-cards__icon-svg\"\n                                    >\n                                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"24px\" viewbox=\"0 -960 960 960\" width=\"24px\" fill=\"#000000\"><path d=\"M480-390Zm-132-53 55 37 77-39 77 39 53-35-40-79H386l-38 77ZM209-160h541L646-369l-83 55-83-41-83 41-85-56-103 210ZM80-80l234-475q10-20 29.5-32.5T386-600h54v-280h280l-40 80 40 80H520v120h50q23 0 42 12t30 32L880-80H80Z\"\/><\/svg>\n                                    <\/span>\n                                <\/div>\n                                                                                        <h3 class=\"o-simple-cards__title\">Desafios<\/h3>\n                                                    <\/div>\n\n                        <div class=\"o-simple-cards__content\">\n                                                            <div class=\"o-simple-cards__description\">\n                                    <p>Um data warehouse tradicional fornecia informa\u00e7\u00f5es desatualizadas durante os contatos programados e n\u00e3o programados com os clientes, comprometendo a credibilidade dos especialistas e a confian\u00e7a dos clientes.<\/p>\n\n                                <\/div>\n                            \n                                                    <\/div>\n                    <\/article>\n                                    <article\n                        class=\"o-simple-cards__card o-simple-cards__card--light\"\n                    >\n                        <div class=\"o-simple-cards__header\">\n                                                            <div\n                                    class=\"o-simple-cards__icon o-simple-cards__icon--light o-simple-cards__icon--color-purple\"\n                                    aria-hidden=\"true\"\n                                >\n                                    <span\n                                        class=\"o-simple-cards__icon-svg\"\n                                    >\n                                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"24px\" viewbox=\"0 -960 960 960\" width=\"24px\" fill=\"#000000\"><path d=\"M200-120q-33 0-56.5-23.5T120-200v-560q0-33 23.5-56.5T200-840h560q8 0 15 1.5t14 4.5l-74 74H200v560h560v-266l80-80v346q0 33-23.5 56.5T760-120H200Zm261-160L235-506l56-56 170 170 367-367 57 55-424 424Z\"\/><\/svg>\n                                    <\/span>\n                                <\/div>\n                                                                                        <h3 class=\"o-simple-cards__title\">Resultados<\/h3>\n                                                    <\/div>\n\n                        <div class=\"o-simple-cards__content\">\n                                                            <div class=\"o-simple-cards__description\">\n                                    <ul>\n<li>Construiu um data warehouse virtual<\/li>\n<li>Criou dashboards virtualizados em tempo real<\/li>\n<li>Melhorou a fidelidade dos clientes e servi\u00e7os financeiros<\/li>\n<li>Ofereceu atendimento de excel\u00eancia aos clientes<\/li>\n<li>Conquistou novos clientes de alta renda<\/li>\n<li>Reduziu os custos de gerenciamento de dados de sistemas legados<\/li>\n<\/ul>\n\n                                <\/div>\n                            \n                                                    <\/div>\n                    <\/article>\n                                    <article\n                        class=\"o-simple-cards__card o-simple-cards__card--light\"\n                    >\n                        <div class=\"o-simple-cards__header\">\n                                                            <div\n                                    class=\"o-simple-cards__icon o-simple-cards__icon--light o-simple-cards__icon--color-purple\"\n                                    aria-hidden=\"true\"\n                                >\n                                    <span\n                                        class=\"o-simple-cards__icon-svg\"\n                                    >\n                                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" height=\"24px\" viewbox=\"0 -960 960 960\" width=\"24px\" fill=\"#000000\"><path d=\"M423.5-103.5Q400-127 400-160h160q0 33-23.5 56.5T480-80q-33 0-56.5-23.5ZM320-200v-80h320v80H320Zm10-120q-69-41-109.5-110T180-580q0-125 87.5-212.5T480-880q125 0 212.5 87.5T780-580q0 81-40.5 150T630-320H330Zm24-80h252q45-32 69.5-79T700-580q0-92-64-156t-156-64q-92 0-156 64t-64 156q0 54 24.5 101t69.5 79Zm126 0Z\"\/><\/svg>\n                                    <\/span>\n                                <\/div>\n                                                                                        <h3 class=\"o-simple-cards__title\">Solu\u00e7\u00e3o<\/h3>\n                                                    <\/div>\n\n                        <div class=\"o-simple-cards__content\">\n                                                            <div class=\"o-simple-cards__description\">\n                                    <ul>\n<li><a href=\"https:\/\/www.softwareag.com\/br\/connx\/\">CONNX<\/a><\/li>\n<\/ul>\n\n                                <\/div>\n                            \n                                                    <\/div>\n                    <\/article>\n                            <\/div>\n        <\/div>\n    <\/section>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-too-many-data-sources-no-single-view\">Muitas fontes de dados, sem uma vis\u00e3o unificada<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A divis\u00e3o de servi\u00e7os financeiros deste banco canadense administra mais de 1,1 trilh\u00e3o de d\u00f3lares canadenses (CAD) em ativos para indiv\u00edduos e fam\u00edlias de alta renda, institui\u00e7\u00f5es e organiza\u00e7\u00f5es beneficientes. Trata-se de um segmento do mercado financeiro em que informa\u00e7\u00f5es confi\u00e1veis s\u00e3o essenciais, assim como an\u00e1lises exclusivas e atualizadas sobre tend\u00eancias e movimentos de mercado e, acima de tudo, na confian\u00e7a dos clientes no conhecimentos dos seus consultores.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Quando um cliente entra em contato com o banco para falar sobre seu portf\u00f3lio, ele espera que seu consultor tenha conhecimento imediato de sua situa\u00e7\u00e3o financeira na ponta dos dedos, junto com as informa\u00e7\u00f5es certas para saber quando e como agir. Afinal, \u00e9 justamente por esse conhecimento especializado que ela est\u00e1 pagando.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Mas, \u00e0 medida que o mercado de servi\u00e7os financeiros acelerou, os dados se multiplicaram. Al\u00e9m disso, as pessoas passaram a se acostumar com acesso imediato e confi\u00e1vel as informa\u00e7\u00f5es, gra\u00e7as \u00e0s experi\u00eancias com Google, Apple e Amazon. Para o banco, isso significava que algo t\u00e3o simples quanto um cliente esperar um pouco mais do que o ideal para que o consultor acesse sua carteira de investimentos, ou uma confus\u00e3o sobre qual vers\u00e3o de um relat\u00f3rio foi a \u00faltima recebida, poderiam resultar na perda desse cliente e, consequentemente, de seus amigos, familiares e colegas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A realidade \u00e9 que o crescimento dos volumes de dados e a evolu\u00e7\u00e3o das expectativas dos clientes faziam com que o atendimento do banco corresse o risco de ficar para tr\u00e1s. O que a institui\u00e7\u00e3o precisava era de uma solu\u00e7\u00e3o que proporcionasse aos seus consultores acesso imediato a um volume de dados de clientes maior do que nunca, reunindo informa\u00e7\u00f5es de diversas fontes e apresentando-as em uma vis\u00e3o virtualizada e de f\u00e1cil acesso.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">N\u00e3o fazer nada n\u00e3o era uma op\u00e7\u00e3o. Mas as solu\u00e7\u00f5es oferecidas por Oracle, TIBCO e iWay tinham desvantagens cr\u00edticas desde a exig\u00eancia de muitos componentes, passando pela necessidade constante de reescritas e da reconfigura\u00e7\u00e3o de v\u00ednculos entre dados, al\u00e9m da depend\u00eancia de um \u00fanico fornecedor. O banco precisava encontrar uma alternativa.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.softwareag.com\/br\/connx\/\">A solu\u00e7\u00e3o foi o CONNX da Software AG.<\/a> Com acesso r\u00e1pido, eficiente e integrado a dados virtualizados em v\u00e1rios sistemas legados, os consultores do banco passaram a ter uma vis\u00e3o \ncompleta das informa\u00e7\u00f5es necess\u00e1rias para atender \u00e0s solicita\u00e7\u00f5es dos clientes, e tudo em tempo real e apresentado em dashboards simples e intuitivos.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">E, como o banco j\u00e1 utilizava o <a href=\"https:\/\/www.softwareag.com\/br\/adabas-natural\/\">Adabas<\/a>, a ado\u00e7\u00e3o do CONNX permitiu contar com uma solu\u00e7\u00e3o completa oferecida por um \u00fanico fornecedor.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-access-and-virtualization-going-real-time-with-a-virtual-data-warehouse\">Acesso e virtualiza\u00e7\u00e3o de dados: em tempo real com um data warehouse virtual<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">O banco adotou o CONNX para iniciar a moderniza\u00e7\u00e3o do seu data warehouse b\u00e1sico. O CONNX trouxe \u00e0 institui\u00e7\u00e3o seu primeiro contato com acesso em tempo real dentro de um modelo tradicional de data warehouse, um modelo que, embora seja ideal para processamento em lote, BI e relat\u00f3rios, normalmente s\u00f3 \u00e9 atualizado ao final do dia \u00fatil ou em ciclos de 24 horas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cUm dos principais requisitos do banco era ter informa\u00e7\u00f5es acess\u00edveis em tempo real\u201d, afirma Daniel Bierman, Principal Product Manager da Software AG. \u201cEle tamb\u00e9m precisava ser capaz de gerar relat\u00f3rios hist\u00f3ricos voltando d\u00e9cadas no tempo, para que o consultor pudesse identificar qual era a vers\u00e3o mais recente de um relat\u00f3rio mensal ou trimestral recebida pelo cliente e quais atualiza\u00e7\u00f5es haviam ocorrido desde ent\u00e3o, incluindo movimenta\u00e7\u00f5es realizadas ao longo do pr\u00f3prio dia e durante o atendimento.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Por essa raz\u00e3o, depois de ver o que o CONNX podia fazer por um data warehouse b\u00e1sico, o banco decidiu usar a solu\u00e7\u00e3o para se conectar a mais fontes de dados e construir algo ainda mais robusto: um data warehouse virtual. O novo sistema que o banco chamou de Active Data Warehouse seria capaz de acessar e virtualizar dados e, em alguns casos, at\u00e9 transform\u00e1-los, em diferentes sistemas legados como Adabas, Sybase, AS400, Oracle e outros, tudo em tempo real.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">O CONNX foi a \u00fanica solu\u00e7\u00e3o capaz de atender \u00e0s necessidades do banco. Seu novo data warehouse virtual possu\u00eda recursos exclusivos que o diferenciavam da concorr\u00eancia, incluindo a capacidade de extrair as informa\u00e7\u00f5es certas, coletar dados e realizar transforma\u00e7\u00f5es de dados para corrigir erros em tempo real.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Por exemplo, se a data de uma determinada opera\u00e7\u00e3o de a\u00e7\u00f5es de um cliente estivesse registrada em formatos diferentes em v\u00e1rias fontes de dados, o CONNX poderia localizar a data correta, independentemente do formato utlizado, como uma sequ\u00eancia de caracteres com o ano no in\u00edcio ou no final e convert\u00ea-la para um formato padronizado. Com o CONNX fornecendo dados para o data warehouse virtual, tudo isso agora acontece em segundo plano, enquanto o consultor visualiza, de forma integrada, as opera\u00e7\u00f5es e os dados relacionados em um dashboard \u00fanico e padronizado.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-driven-decisions-boost-customer-satisfaction-and-growth\">Decis\u00f5es baseadas em dados aumentam a satisfa\u00e7\u00e3o dos clientes e impulsionam o crescimento<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Para o banco e seus clientes, o data warehouse virtual representou uma transforma\u00e7\u00e3o completa. Com os consultores tendo uma vis\u00e3o completa do portf\u00f3lio do cliente em tempo real, a confian\u00e7a dos clientes aumentou significativamente.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Os clientes de alta renda sabiam que seus investimentos estavam em boas m\u00e3os, independentemente dos movimentos dos mercados globais. \u00c0 medida que a not\u00edcia se espalhou, o banco viu um aumento na satisfa\u00e7\u00e3o dos clientes, e essa onda positiva impulsionou tanto o banco quanto o volume de ativos que ele administrava para indiv\u00edduos, institui\u00e7\u00f5es e organiza\u00e7\u00f5es sem fins lucrativos. Com dados atualizados, clientes satisfeitos e dashboards eficientes e de f\u00e1cil utiliza\u00e7\u00e3o para os consultores, o CONNX ajudou a levar a j\u00e1 excelente reputa\u00e7\u00e3o do banco a um novo patamar.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n    <section\n        class=\"o-related-posts alignwide\"\n        aria-label=\"\"\n        style=\"--related-posts-columns: 3;\"\n    >\n        <div class=\"o-related-posts__inner\">\n            <div class=\"o-related-posts__header\">\n                <h6 class=\"o-related-posts__eyebrow\"><\/h6>\n                                    <h2 class=\"o-related-posts__heading\">Voc\u00ea tamb\u00e9m pode se interessar:<\/h2>\n                                            <\/div>\n\n            <div class=\"o-related-posts__grid\">\n                                                                                                                        <a 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https:\/\/www.softwareag.com\/app\/uploads\/2026\/09\/AdobeStock_1461131620-1-2048x1152.jpeg 2048w, https:\/\/www.softwareag.com\/app\/uploads\/2026\/09\/AdobeStock_1461131620-1-18x10.jpeg 18w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n                                                            <\/div>\n                            <div\n                                class=\"o-related-posts__top-meta\"\n                                                            >\n                                                                    <span class=\"m-card-post__category\">Integra\u00e7\u00e3o de aplicativos<\/span>\n                                                                                                    <span\n                                        class=\"m-card-post__time o-related-posts__time-inline sag-readtime-label\"\n                                    >\n                                        <span\n                                            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                    4 MIN LEITURA\n                                    <\/span>\n                                                            <\/div>\n                            <h3 class=\"m-card-post__title\">Fortalecendo a Resili\u00eancia Operacional no Processamento de Reembolsos M\u00e9dicos\u00a0<\/h3>\n                                                            <p class=\"m-card-post__excerpt\">\n                                    A AmeriBen utiliza a solu\u00e7\u00e3o CONNX da Software AG para processar bilh\u00f5es de pedidos de reembolso na \u00e1rea da sa\u00fade todas as noites, permitindo um fluxo de dados mais r\u00e1pido e confi\u00e1vel, e garantindo a resili\u00eancia operacional a longo prazo.\n                                <\/p>\n                                                    <\/a>\n                                                <\/div>\n        <\/div>\n    <\/section>\n\n\n\n<div class=\"wp-block-group alignfull is-style-left-aligned pre-footer-cta has-purple-background-color has-background has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin-top:var(--wp--preset--spacing--l);padding-top:var(--wp--preset--spacing--xxl);padding-bottom:var(--wp--preset--spacing--xxl)\">\n<div class=\"wp-block-group alignwide is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading alignfull has-text-align-left has-grande-font-size has-white-color has-text-color has-link-color has-large-font-size wp-elements-1\" id=\"h-are-you-ready-to-unite-cloud-and-mainframe-data\">Voc\u00ea est\u00e1 pronto para unir dados do mainframe e da nuvem?<\/h2>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-2 wp-block-paragraph\">Torne a sua organiza\u00e7\u00e3o realmente orientada a dados ao aproveitar todas as informa\u00e7\u00f5es em seus sistemas, independente da forma como est\u00e3o estruturadas e sem alterar suas aplica\u00e7\u00f5es de miss\u00e3o cr\u00edtica. &nbsp;<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-dark-bg-primary is-style-dark-bg-primary--1\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.softwareag.com\/br\/contact\/\">Fale com um especialista<\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-dark-bg-transparent is-style-dark-bg-transparent--2\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.softwareag.com\/br\/connx\/connx-demo\/\">Solicite uma demo<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Saiba como um banco canadense l\u00edder utilizou o CONNX para construir um data warehouse virtual, melhorar a fidelidade dos clientes e potencializar os servi\u00e7os de gest\u00e3o de patrim\u00f4nio com dados em tempo real.<\/p>","protected":false},"featured_media":677,"template":"","product":[66,48],"resource-industry":[6],"resource-topic":[21,67],"resource-type":[12],"resource-subdirectory":[65],"class_list":["post-676","resource","type-resource","status-publish","has-post-thumbnail","hentry","product-adabas-natural","product-connx","resource-industry-banking","resource-topic-data-integration","resource-topic-modernization","resource-type-customer-story","resource-subdirectory-data-integration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.5 (Yoast SEO v28.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Bank Customer Data Management for Better Service | Software AG<\/title>\n<meta name=\"description\" content=\"Explore how bank customer data management improves service and loyalty in wealth management for high-net-worth individuals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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