Enhance Your Client Experience with Personalized Client Reporting Solutions

Empower your operations with personalized client reports, management dashboards and wealth platforms that cater specifically to your requirements.
Instead of off-the-shelf products, we create tailor-made solutions exclusively for you - private banks, family offices, asset and wealth management firms. We are dedicated to meeting your clients' expectations with customized offerings.
Get Started

Why Choose PetakSys for Customized Client Reporting?

At PetakSys we thrive on the challenge of developing solutions that enhance internal and external client satisfaction – all aimed at helping you excel the communication with your clients. With our team of Business Intelligence (BI) experts at hand along with cutting-edge technology and unwavering commitment, to excellence, we will guide your institution toward your digital transformation.

Personalized Client Reporting

Our team of experts takes care to build an automated client reporting engine according to your needs. Experience the precision, efficiency, improved client relationships and a competitive edge in the financial industry that comes with customized reporting solutions exclusively designed for you.

Dynamic Management Dashboards

Unleash the potential of data-driven decision-making with PetakSys dynamic reporting dashboards. We build Management Information Systems (MIS) dashboards meticulously tailored to your requirements providing invaluable insights that empower your choices.

Wealth Management Platforms

Our expertise lies in developing client platforms exclusively designed for your institution. These platforms not only build trust and loyalty, among clients but also enable you to deliver standout services in the financial industry.

How we do it?

At PetakSys, we follow a robust three-step approach:

Understanding Your Requirements

We start by comprehending your needs. Our team actively listens to your goals and challenges ensuring we are fully aligned with your objectives.

Design & Developing Reports/Platforms

We prioritize your requirements and our team of Business Intelligence experts precisely design each report while our developers implement them for you.

Ongoing Support & Maintenance

Our commitment doesn't end with the delivery, we provide support to ensure that your solutions adapt and evolve alongside the growth and changing needs of your institution.

Transform Your Financial Institution Today

Are you ready to embark on a transformation journey that's as unique, as your institution? Get in touch with PetakSys today. Let's start exploring how we can empower your institution to thrive in the digital age.