Bankinter launches a real estate advisory and management tool for wealth management customers.

Bankinter has launched a new CRM tool for use by its wealth management experts and financial agents, as well as managers of other segments of the Bank. The tool will allow these professionals to manage all of their customers' real estate-related needs more quickly, efficiently and comprehensively, whether searching for assets to invest in or assisting them throughout the entire sale process.

In short, the tool will optimise customer service, facilitate real estate activity tracking and recording both properties and demand more efficiently.

The service is targetet Bankinter's wealth management customers and encompasses all types of real estate assets: housing, commercial premises, residential buildings, hotels, offices, estates, retirement homes, industrial warehouses, car parks, tourist apartments, etc., whether exploited or vacant, in prime areas of large cities and with a market valuation starting at 1 million euros.

The new management tool allows the Bank's customers to optimise and diversify their asset base, exploiting opportunities across all asset types and locations through exclusive offerings that are difficult to access and fall outside the traditional market, many of which are even exclusively for sale by Bankinter. The current base includes more than 300 real estate assets.

Through this platform, real estate experts from the Bank's Wealth Management division and Bankinter Investment, its investment banking subsidiary, can conduct active external and internal investment and disinvestment opportunities in real estate assets as requested by the Bank's high-net-worth customers.

For this segment, the Bank provides rigorous analysis and tailored investment advice from a three-pronged perspective: financial, fiscal and legal. It also coordinates the buying and selling process from start to finish and, where appropriate, structures the combined transactions with specific financing.

Wealth Management, a comprehensive service.

Bankinter's Wealth Management division offers management and advisory services to customers with assets of more than 1 million euros in investible liquid assets, taking the integrated approach to managing relationships that is one of the Bank's standout features. This style of management addresses the needs of customers from a triple perspective: financial investments, real estate investments and alternative investments in the real economy.

Bankinter's Wealth Management has a multidisciplinary team of more than 10 people with extensive knowledge and experience in the real estate sector, focused on providing strategic advice to customers. These experts help customers to identify investment opportunities that fit their risk profile and complement their portfolio, achieving greater diversification and alignment with their financial needs and objectives. Bankinter holds regular meetings with these customers interested in real estate investment and coordinates and supports them throughout the entire investment or divestment process, from searching for assets to closing transactions, always focused on providing personalised and confidential service.

Bankinter's Wealth Management division ended 2024 with 71 billion euros in customer assets under management, up 13% from the previous year, of which 65 billion euros corresponded to its business in Spain.