{"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":"2026-05-15T15:11:28","modified_gmt":"2026-05-15T19:11:28","slug":"wealth-management","status":"publish","type":"resource","link":"https:\/\/www.softwareag.com\/es\/resources\/data-integration\/wealth-management\/","title":{"rendered":"Potenciando la gesti\u00f3n de patrimonios con informaci\u00f3n de datos en tiempo real"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"h-meet-the-customer\">Conoce al cliente:<\/h2>\n\n\n\n<p>Este banco es uno de los m\u00e1s grandes de Canad\u00e1, y su divisi\u00f3n de gesti\u00f3n patrimonial gestiona m\u00e1s de 1,1 billones de d\u00f3lares canadienses en activos para particulares y familias con un elevado patrimonio, instituciones y organizaciones ben\u00e9ficas.<\/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\">Desaf\u00edos<\/h3>\n                                                    <\/div>\n\n                        <div class=\"o-simple-cards__content\">\n                                                            <div class=\"o-simple-cards__description\">\n                                    <p>Un almac\u00e9n de datos tradicional proporcion\u00f3 informaci\u00f3n desactualizada durante las llamadas planificadas y no planificadas con los clientes, lo que result\u00f3 en la p\u00e9rdida de autoridad y confianza de los expertos.<\/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>Constru\u00ed un almac\u00e9n de datos virtual<\/li>\n<li>Creados paneles virtualizados en tiempo real<\/li>\n<li>Mejora de la lealtad del cliente en la gesti\u00f3n de patrimonio<\/li>\n<li>Proporcion\u00e9 un servicio al cliente superior<\/li>\n<li>Clientes de alto patrimonio a\u00f1adido<\/li>\n<li>Reducir los costos de gesti\u00f3n de datos heredados<\/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\">Soluciones<\/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\/es\/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\">Demasiadas fuentes de datos \u2014 ninguna vista \u00fanica<\/h3>\n\n\n\n<p>La divisi\u00f3n de gesti\u00f3n patrimonial de este banco canadiense administra m\u00e1s de 1,1 billones de d\u00f3lares canadienses en activos para particulares y familias con un elevado patrimonio, instituciones y organizaciones ben\u00e9ficas. Se trata de un \u00e1mbito del mundo financiero en el que todo depende de la fiabilidad de la informaci\u00f3n, de un an\u00e1lisis exclusivo y actualizado de las tendencias y los movimientos del mercado y, sobre todo, de la confianza de los clientes en la experiencia de los asesores.<\/p>\n\n\n\n<p>Cuando una clienta llama al banco para consultar sobre su cartera, espera que su asesor tenga su situaci\u00f3n financiera a su alcance, junto con la informaci\u00f3n adecuada para saber cu\u00e1ndo y c\u00f3mo actuar. Esta experiencia es, literalmente, por lo que ella est\u00e1 pagando.<\/p>\n\n\n\n<p>Pero a medida que el mercado de gesti\u00f3n de patrimonios se ha acelerado, los datos se han multiplicado. Adem\u00e1s de eso, las personas se han acostumbrado al acceso instant\u00e1neo y confiable a la informaci\u00f3n gracias a sus experiencias interactuando con Google, Apple y Amazon. Para el banco, esto signific\u00f3 que algo tan simple como un cliente esperando demasiado tiempo a que un asesor le mostrara una cartera o la confusi\u00f3n sobre qu\u00e9 versi\u00f3n de un informe hab\u00eda recibido el cliente pod\u00eda costarle ese negocio. Y el de sus amigos, familiares y colegas.<\/p>\n\n\n\n<p>La realidad era que el volumen cambiante de datos y las expectativas de los clientes significaban que el servicio al cliente del banco corr\u00eda el riesgo de quedarse atr\u00e1s. Lo que necesitaba era una soluci\u00f3n para empoderar a sus asesores con acceso instant\u00e1neo a m\u00e1s datos de clientes que nunca, extra\u00eddos de numerosas fuentes de datos, y presentados en una vista virtualizada y accesible.<\/p>\n\n\n\n<p>No hacer nada no era una opci\u00f3n. Pero las soluciones ofrecidas por Oracle, TIBCO e iWay presentaban inconvenientes cr\u00edticos, desde requerir demasiados componentes hasta una necesidad constante de reescrituras y re-enlazamiento de datos, pasando por el encierro del proveedor. El banco necesitaba otra forma.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.softwareag.com\/es\/connx\/\">Software AG\u2019s CONNX<\/a> fue. Con acceso fluido, potente y r\u00e1pido a datos virtualizados en m\u00faltiples sistemas heredados, los asesores del banco obtuvieron una visi\u00f3n completa de todo lo que un cliente quer\u00eda saber, en tiempo real, en simples vistas de panel.<\/p>\n\n\n\n<p>Y como el banco ya estaba usando <a href=\"https:\/\/www.softwareag.com\/es\/adabas-natural\/\">Adabas<\/a>... la incorporaci\u00f3n de CONNX supuso contar con una soluci\u00f3n completa de un \u00fanico proveedor.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-access-and-virtualization-going-real-time-with-a-virtual-data-warehouse\">Acceso y virtualizaci\u00f3n de datos: Hacia el tiempo real, con un almac\u00e9n de datos virtual<\/h3>\n\n\n\n<p>El banco incorpor\u00f3 CONNX para comenzar a modernizar su rudimentario almac\u00e9n de datos. CONNX le permiti\u00f3 al banco experimentar por primera vez el acceso en tiempo real a un modelo tradicional de almac\u00e9n de datos. Un modelo que, aunque es ideal para el an\u00e1lisis por lotes, la inteligencia empresarial y la elaboraci\u00f3n de informes, por lo general solo se actualiza al final de la jornada laboral o tras un ciclo de 24 horas.<\/p>\n\n\n\n<p>\u00abUno de los requisitos fundamentales para el banco era poder acceder a la informaci\u00f3n en tiempo real\u00bb, afirma Daniel Bierman, director principal de producto de Software AG. \u00abTambi\u00e9n necesitaba poder generar informes hist\u00f3ricos \u2014que abarcaran d\u00e9cadas\u2014 para que un gestor patrimonial supiera qu\u00e9 versi\u00f3n de un informe mensual o trimestral era la m\u00e1s reciente que hab\u00eda recibido su interlocutor, y qu\u00e9 actualizaciones, incluida la actividad intrad\u00eda durante la llamada, se hab\u00edan producido desde entonces\u00bb.<\/p>\n\n\n\n<p>Por eso, tras comprobar lo que CONNX pod\u00eda ofrecer para un almac\u00e9n de datos b\u00e1sico, el banco decidi\u00f3 aprovechar la soluci\u00f3n para conectarse a m\u00e1s fuentes de datos y crear algo a\u00fan m\u00e1s potente: un almac\u00e9n de datos virtual. El nuevo sistema, al que el banco denomin\u00f3 \u00abActive Data Warehouse\u00bb, ser\u00eda capaz de acceder, virtualizar y, en ocasiones, incluso transformar datos de sistemas heredados dispares como Adabas, Sybase, AS400, Oracle y otros, todo ello en tiempo real.<\/p>\n\n\n\n<p>CONNX fue la \u00fanica soluci\u00f3n capaz de satisfacer las necesidades del banco. Su nuevo almac\u00e9n de datos virtual contaba con capacidades \u00fanicas que lo diferenciaban de la competencia, entre ellas la capacidad de extraer la informaci\u00f3n adecuada, recopilar datos y realizar transformaciones de datos para corregir errores sobre la marcha.<\/p>\n\n\n\n<p>Por ejemplo, si la fecha de una operaci\u00f3n burs\u00e1til de un cliente concreto figuraba en diferentes formatos en distintas fuentes de datos, CONNX pod\u00eda extraer la fecha en cuesti\u00f3n \u2014independientemente de c\u00f3mo estuviera formateada, por ejemplo, como una cadena en la que el a\u00f1o apareciera al principio o al final\u2014 y convertir lo encontrado a un formato coherente. Con CONNX alimentando el almac\u00e9n de datos virtual, todo esto ocurre ahora en segundo plano, mientras que un gestor patrimonial visualiza las operaciones y los datos asociados de forma fluida en un panel de control uniforme.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-driven-decisions-boost-customer-satisfaction-and-growth\">Las decisiones basadas en datos impulsan la satisfacci\u00f3n del cliente y el crecimiento<\/h3>\n\n\n\n<p>Para el banco y sus clientes, el almac\u00e9n de datos virtual represent\u00f3 un cambio total. Ahora que los gerentes ten\u00edan una visi\u00f3n completa de la cartera de un cliente al alcance de su mano en tiempo real, la confianza de los clientes se dispar\u00f3.<\/p>\n\n\n\n<p>Las personas con un elevado patrimonio sab\u00edan que sus inversiones estaban en buenas manos, independientemente de c\u00f3mo se comportaran los mercados mundiales. A medida que se fue corriendo la voz, el banco experiment\u00f3 un aumento en la satisfacci\u00f3n de los clientes, y la marea ascendente benefici\u00f3 tanto al banco como al patrimonio que gestionaba para particulares, instituciones y organizaciones ben\u00e9ficas sin \u00e1nimo de lucro por igual. Datos actualizados, clientes satisfechos y unos paneles de control directos y sumamente eficaces para los gestores patrimoniales significan que CONNX contribuy\u00f3 a elevar la ya excelente reputaci\u00f3n del banco a un nivel superior.<\/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=\"Contenido relacionado\"\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\">Contenido relacionado<\/h6>\n                                            <\/div>\n\n            <div class=\"o-related-posts__grid\">\n                                                                                                                        <a 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href=\"https:\/\/www.softwareag.com\/es\/resources\/mainframe-optimization\/powering-operational-resilience-in-healthcare-claims\/\" class=\"m-card-post o-related-posts__card\">\n                            <div class=\"m-card-post__image\">\n                                                                    <img loading=\"lazy\" decoding=\"async\" width=\"780\" height=\"440\" src=\"https:\/\/www.softwareag.com\/app\/uploads\/2025\/04\/natural.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"c\u00f3digo en hardware\" srcset=\"https:\/\/www.softwareag.com\/app\/uploads\/2025\/04\/natural.jpg 780w, https:\/\/www.softwareag.com\/app\/uploads\/2025\/04\/natural-300x169.jpg 300w, https:\/\/www.softwareag.com\/app\/uploads\/2025\/04\/natural-768x433.jpg 768w, https:\/\/www.softwareag.com\/app\/uploads\/2025\/04\/natural-18x10.jpg 18w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/>\n                                                            <\/div>\n                     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href=\"https:\/\/www.softwareag.com\/es\/resources\/adabas-natural\/aafma-ai-security-compliance\/\" class=\"m-card-post o-related-posts__card\">\n                            <div class=\"m-card-post__image\">\n                                                                    <img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"450\" src=\"https:\/\/www.softwareag.com\/app\/uploads\/2025\/12\/AdobeStock_270047776.jpeg\" class=\"attachment-large size-large wp-post-image\" alt=\"ciberseguridad\" srcset=\"https:\/\/www.softwareag.com\/app\/uploads\/2025\/12\/AdobeStock_270047776.jpeg 800w, https:\/\/www.softwareag.com\/app\/uploads\/2025\/12\/AdobeStock_270047776-300x169.jpeg 300w, https:\/\/www.softwareag.com\/app\/uploads\/2025\/12\/AdobeStock_270047776-768x432.jpeg 768w, https:\/\/www.softwareag.com\/app\/uploads\/2025\/12\/AdobeStock_270047776-18x10.jpeg 18w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/>\n                                                            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Al integrar modelos de lenguaje grande (LLM) y aprendizaje autom\u00e1tico (ML) en su entorno Adabas &amp; Natural, la Asociaci\u00f3n cre\u00f3 un motor interno de detecci\u00f3n de anomal\u00edas que ofrece informaci\u00f3n en tiempo real, modelos de amenazas m\u00e1s inteligentes y un sistema de alertas fluido en toda la organizaci\u00f3n.\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-518dc2c8c83a48f86689e9b7ebe68d5c\" id=\"h-are-you-ready-to-unite-cloud-and-mainframe-data\">\u00bfTu organizaci\u00f3n est\u00e1 lista para integrar los datos de la nube y del mainframe?<\/h2>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-5b92afae2dd829e796e63bc93605e2ec\">Aseg\u00farate de que tu organizaci\u00f3n est\u00e9 verdaderamente basada en datos aprovechando toda la informaci\u00f3n de su negocio, independientemente de c\u00f3mo est\u00e9 estructurada, sin cambiar sus sistemas de misi\u00f3n 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\/es\/contact\/\">Habla con nuestros expertos<\/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\/es\/connx\/connx-demo\/\">Solicita una demostraci\u00f3n<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Descubre c\u00f3mo un banco canadiense l\u00edder utiliz\u00f3 CONNX para crear un almac\u00e9n de datos virtual, mejorar la fidelidad de los clientes e impulsar los servicios de gesti\u00f3n patrimonial gracias a los datos en tiempo 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>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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