Best private bank: OP Financial Group
OP Financial Group strengthened its presence in Finland’s private banking market by improving the speed and consistency of its advisory model and broadening access to more sophisticated investment solutions.
A major focus during the review period was overhauling the investment advisory process. Detailed analysis of adviser workflows identified time-consuming administrative steps, prompting a streamlined product set and clearer support materials. This reduced time spent on proposal preparation allowed advisers to concentrate on client meetings – directly supporting a record month of private banking sales in late 2024 and improving the overall quality and delivery of advice.
Digital capabilities also moved forward significantly, with OP Aina – the bank’s AI-enabled tool – delivering timely nudges on portfolio reviews, market developments and contact opportunities with advisers.
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