{"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":"2025-11-12T11:41:10","modified_gmt":"2025-11-12T15:41:10","slug":"wealth-management","status":"publish","type":"resource","link":"https:\/\/www.softwareag.com\/br\/resources\/data-integration\/wealth-management\/","title":{"rendered":"Impulsionando a gest\u00e3o de patrim\u00f4nio com insights de dados em tempo real"},"content":{"rendered":"<div class=\"wp-block-group alignfull customer-story-wrapper has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-bottom:var(--wp--preset--spacing--l)\">\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Conhe\u00e7a a hist\u00f3ria do cliente<\/h2>\n\n\n\n<p>Este banco \u00e9 um dos maiores do Canad\u00e1, e sua divis\u00e3o de gest\u00e3o de patrim\u00f4nio administra mais de 1,1 trilh\u00e3o de d\u00f3lares canadenses (CAD) em ativos para indiv\u00edduos e fam\u00edlias de alto patrim\u00f4nio, institui\u00e7\u00f5es e organiza\u00e7\u00f5es filantr\u00f3picas.<\/p>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-f415f12b wp-block-columns-is-layout-flex\" style=\"margin-top:48px\">\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"\/app\/uploads\/2025\/08\/peak.png\" alt=\"\u00edcone do pico da montanha\" class=\"wp-image-362\" style=\"object-fit:contain;width:48px;height:48px\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Desafios<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Um data warehouse tradicional fornecia informa\u00e7\u00f5es desatualizadas durante atendimentos planejados e n\u00e3o planejados aos clientes, o que resultava em perda de autoridade t\u00e9cnica e de confian\u00e7a.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"\/app\/uploads\/2025\/08\/checklist.png\" alt=\"\u00edcone de lista de verifica\u00e7\u00e3o\" class=\"wp-image-365\" style=\"object-fit:contain;width:48px;height:48px\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Resultados<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Construiu um data warehouse virtual<\/li>\n\n\n\n<li>Criou pain\u00e9is virtualizados em tempo real <\/li>\n\n\n\n<li>Melhorou a fidelidade dos clientes de gest\u00e3o de patrim\u00f4nio <\/li>\n\n\n\n<li>Ofereceu atendimento ao cliente de excel\u00eancia <\/li>\n\n\n\n<li>Conquistou novos clientes de alto patrim\u00f4nio <\/li>\n\n\n\n<li>Reduziu os custos de gerenciamento de dados legados<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"\/app\/uploads\/2025\/08\/lightbulb.png\" alt=\"\u00edcone de l\u00e2mpada\" class=\"wp-image-367\" style=\"object-fit:contain;width:48px;height:48px\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Solu\u00e7\u00e3o<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.softwareag.com\/br\/connx\/\">CONNX<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Muitas fontes de dados e sem uma vis\u00e3o \u00fanica<\/h3>\n\n\n\n<p>A divis\u00e3o de gest\u00e3o de patrim\u00f4nio deste banco canadense administra mais de 1,1 trilh\u00e3o de d\u00f3lares canadenses (CAD) em ativos para indiv\u00edduos e fam\u00edlias de alto patrim\u00f4nio, institui\u00e7\u00f5es e organiza\u00e7\u00f5es filantr\u00f3picas. Trata-se de um segmento do mundo financeiro que vive ou morre com base na credibilidade da informa\u00e7\u00e3o, em an\u00e1lises exclusivas e atualizadas sobre tend\u00eancias e movimentos de mercado e, acima de tudo, na confian\u00e7a dos clientes na expertise dos assessores.<\/p>\n\n\n\n<p>Quando um cliente entra em contato com o banco para falar sobre seu portf\u00f3lio, ele espera que seu consultor tenha conhecimento profundo de sua situa\u00e7\u00e3o financeira na ponta dos dedos, junto com as informa\u00e7\u00f5es certas para saber quando e como agir. Essa expertise \u00e9, literalmente, o que ele est\u00e1 pagando para receber.<\/p>\n\n\n\n<p>Mas, \u00e0 medida que o mercado de gest\u00e3o de patrim\u00f4nio acelerou, os dados se multiplicaram. Al\u00e9m disso, as pessoas passaram a se acostumar com acesso instant\u00e2neo e confi\u00e1vel \u00e0 informa\u00e7\u00e3o, 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 abra um portf\u00f3lio, ou uma confus\u00e3o sobre qual vers\u00e3o de um relat\u00f3rio foi a \u00faltima recebida, podia custar o relacionamento com esse cliente e tamb\u00e9m com seus amigos, familiares e colegas.<\/p>\n\n\n\n<p>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 capacitasse seus consultores com acesso instant\u00e2neo a mais dados de clientes do que nunca, extra\u00eddos de m\u00faltiplas fontes e apresentados em uma vis\u00e3o virtualizada e de f\u00e1cil acesso.<\/p>\n\n\n\n<p>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, at\u00e9 o lock-in com o fornecedor. O banco precisava de outra abordagem.<\/p>\n\n\n\n<p class=\"translation-block\">A resposta foi o<a href=\"https:\/\/www.softwareag.com\/br\/connx\/\" target=\"_self\"> CONNX, <\/a> da Software AG. Com acesso integrado, poderoso e r\u00e1pido para virtualizar dados em m\u00faltiplos sistemas legados, os consultores do banco passaram a ter vis\u00e3o completa de tudo o que o cliente precisava saber em tempo real, por meio de pain\u00e9is simples e intuitivos.<\/p>\n\n\n\n<p>E, como o banco j\u00e1 utilizava o <a href=\"https:\/\/www.softwareag.com\/br\/adabas-natural\/\">Adabas<\/a>adicionar o CONNX significou obter uma solu\u00e7\u00e3o completa de um \u00fanico fornecedor.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Acesso e virtualiza\u00e7\u00e3o de dados: em tempo real com um data warehouse virtual<\/h3>\n\n\n\n<p>O banco adicionou o CONNX para come\u00e7ar a modernizar 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>\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 gestor de patrim\u00f4nio soubesse qual vers\u00e3o de um relat\u00f3rio mensal ou trimestral era a mais recente que o cliente havia recebido e quais atualiza\u00e7\u00f5es, incluindo atividades em tempo real durante a pr\u00f3pria liga\u00e7\u00e3o, haviam ocorrido desde ent\u00e3o.\u201d<\/p>\n\n\n\n<p>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 poderoso: 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>O CONNX foi a \u00fanica solu\u00e7\u00e3o capaz de atender \u00e0s necessidades do banco. Seu novo data warehouse virtual tinha recursos exclusivos que o diferenciavam da concorr\u00eancia, incluindo a capacidade de localizar as informa\u00e7\u00f5es certas, coletar dados e realizar transforma\u00e7\u00f5es para corrigir erros em tempo real.<\/p>\n\n\n\n<p>Por exemplo, se a data de uma determinada negocia\u00e7\u00e3o de a\u00e7\u00f5es de um cliente existisse em formatos diferentes em v\u00e1rias fontes de dados, o CONNX poderia localizar essa data, independentemente de como estivesse formatada, como uma string com o ano no in\u00edcio ou no fim e converter o valor encontrado para um formato consistente. Com o CONNX fornecendo dados ao data warehouse virtual, tudo isso agora acontece em segundo plano, enquanto o gestor de patrim\u00f4nio visualiza as negocia\u00e7\u00f5es e os dados associados de forma integrada, em um dashboard unificado.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Decis\u00f5es orientadas por dados impulsionam a satisfa\u00e7\u00e3o e o crescimento dos clientes<\/h3>\n\n\n\n<p>Para o banco e seus clientes, o data warehouse virtual representou uma transforma\u00e7\u00e3o completa. Com os gestores tendo uma vis\u00e3o completa do portf\u00f3lio do cliente em tempo real, a confian\u00e7a dos clientes disparou.<\/p>\n\n\n\n<p>Indiv\u00edduos de grande patrim\u00f4nio 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 diretos e altamente eficazes para os gestores de patrim\u00f4nio, o CONNX ajudou a levar a j\u00e1 excelente reputa\u00e7\u00e3o do banco a um novo patamar.<\/p>\n\n\n\n<div class=\"wp-block-group alignwide sag-cards-row has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"border-top-color:var(--wp--preset--color--gray);border-top-width:2px;border-right-style:none;border-right-width:0px;border-bottom-style:none;border-bottom-width:0px;border-left-style:none;border-left-width:0px;margin-top:var(--wp--preset--spacing--xl);padding-bottom:var(--wp--preset--spacing--l)\">\n<h2 class=\"wp-block-heading alignwide\" style=\"margin-top:48px;margin-bottom:var(--wp--preset--spacing--m)\">Recursos recomendados<\/h2>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-f7d19e04 wp-block-columns-is-layout-flex\" style=\"padding-top:var(--wp--preset--spacing--m)\">\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/www.softwareag.com\/app\/uploads\/2025\/09\/ds-an-03-1.svg\" alt=\"\" class=\"wp-image-1132\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Adabas &amp; Natural 2050+<\/h4>\n\n\n\n<p>V\u00e1rios clientes de Adabas &amp; Natural descobriram como manter suas principais aplica\u00e7\u00f5es funcionando a longo prazo, gerenciando com sucesso a mudan\u00e7a geracional de talentos dentro de suas equipes.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\" style=\"margin-top:0\">\n<div class=\"wp-block-button is-style-no-border is-style-no-border--1\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.softwareag.com\/br\/resources\/adabas-natural\/generational-change\/\">Saiba mais<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/www.softwareag.com\/app\/uploads\/2025\/08\/wp-an-01.svg\" alt=\"\" class=\"wp-image-306\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Adote o DevOps com NaturalONE<\/h4>\n\n\n\n<p>Adote uma abordagem sem c\u00f3digo para integrar aplica\u00e7\u00f5es Natural com .NET, Java\u00ae e aplicativos baseados na nuvem.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\" style=\"margin-top:0\">\n<div class=\"wp-block-button is-style-no-border is-style-no-border--2\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.softwareag.com\/br\/adabas-natural\/devops\/\">Saiba mais<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-gray-background-color has-background is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/www.softwareag.com\/app\/uploads\/2025\/08\/ds-an-02.svg\" alt=\"\" class=\"wp-image-307\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Aproveite os servi\u00e7os gerenciados<\/h4>\n\n\n\n<p>Deixe nossos consultores ajudarem a modernizar suas aplica\u00e7\u00f5es, economizar custos e acelerar o desenvolvimento em um ambiente moderno.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\" style=\"margin-top:0\">\n<div class=\"wp-block-button is-style-no-border is-style-no-border--3\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.softwareag.com\/br\/resources\/data-movement\/managed-services\/\">Saiba mais<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\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-2ce05cddd5e88e341bd12df4b7140b4a\">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-5b92afae2dd829e796e63bc93605e2ec\">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--4\"><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--5\"><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 v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Powering wealth management with real-time data insights<\/title>\n<meta name=\"description\" content=\"Read how a leading Canadian bank used CONNX to build a virtual data warehouse, improve customer loyalty, &amp; boost wealth management 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