Banks face a clear imperative: guide customers towards better long-term financial decisions, compliantly and at scale. Regulatory requirements, government advocacy of Targeted Support and rising customer expectations all point in the same direction.
OPAL from Ortec Finance is deployed by leading financial institutions across the UK and internationally. It gives your relationship managers the tools to deliver personalised, goal-based financial adivce across your entire customer base — accurately, compliantly and without proportionally scaling cost or complexity.
With OPAL, your teams can:
Offer consistent, high-quality targeted support and advice across thousands of customers.
Integrate with existing systems and scale effortlessly as your business grows.
Deliver advice that is accurate, compliant and up to date, reducing risk and building customer trust.
A major global bank: turning goals into reality
A leading international bank wanted to go beyond standard services and help customers identify personal goals, then understand how smart saving and investing could make those goals a reality.
Working with Ortec Finance, the bank deployed OPAL to deliver a goals-based approach for both mass affluent and private banking clients. OPAL connects each customer’s portfolio to their individual goals, updating continuously with realistic market scenarios. Customers can engage directly via the banking app or alongside an adviser.
The result: a forward-looking, dynamic planning experience that motivates customers to act. OPAL’s goal-based financial planning has been proven to deliver 14–25% higher assets under management.
Contact
Tessa Kuijl
Managing Director Global Wealth Solutions
Mark Glover
Managing Director – Head of UK Wealth ManagementRelated Insights
-
11 May 2026Growing use of AI for advice shows consumers want to engage but need helpAI is driving demand for financial advice, but can it deliver? The rise of targeted support points to a safer path forward.
-
28 April 2026PRESS RELEASE: Ortec Finance launches OPAL Targeted Support BETA to help advice firms move beyond complianceTargeted Support is live. Ortec Finance launches OPAL Targeted Support to help advice firms deliver the regime effectively at scale.
-
22 April 2026Bank return to advice is a rare case of sequel eclipsing originalUK banks are returning to financial advice. In a tougher regulatory and digital era, can they help close the advice gap this time?
-
20 April 2026OPAL Targeted Support
OPAL Targeted Support helps advice firms deliver the regime effectively at scale.
-
30 March 2026Keeping the financial plan aliveWhy static financial plans fail in volatile markets, and how dynamic scenario modeling keeps advice resilient, compliant, and future‑ready.
-
09 March 2026PRESS RELEASE: Targeted Support may help firms address the advice gap
The FCA’s new Targeted Support regime could help firms bridge the advice gap, offering scalable, regulated support between guidance and advice.
-
26 February 2026Financial firms risk missing a golden opportunity in targeted supportFinancial firms risk missing a key opportunity as targeted support could bridge the advice gap and improve outcomes for millions.
-
25 February 2026PRESS RELEASE: Ortec Finance strengthens UK team with Senior Client Manager hireJamie Holland joins Ortec Finance as Senior Client Manager, supporting our growing UK wealth management client base.
-
04 December 2025PRESS RELEASE: Ortec Finance and NextWealth unveil new industry research: Innovation with IntegrityUK wealth firms call for evidence-led, explainable tech to scale advice safely. New Ortec Finance & NextWealth report reveals five innovations.