International financial advisory services
- Insurance Brokers
- Wealth Managers
- Society of Trust and Estate Practitioners members
Abana Lda was acquired in 2012 by Abana Ltd and is regulated in Portugal by The Insurance and Pension Funds Supervisory Authority (ASF) and operates throughout the EEA region. A branch in the United Kingdom was incorporated with limited regulation by the Financial Conduct Authority (FCA). Benefitting from the Financial Ombudsman Compensation Scheme
We provide face to face advice and specialise in meeting the financial needs of people or companies who have created more capital or who earn higher incomes than average, and whose circumstances are therefore more complicated than usual. Clients want a trusted adviser to understand and explain the relevant issues and propose appropriate action.
The strength of our relationship and level of satisfaction among clients and partners may be judged by the fact that all new clients come to us as a result of word of mouth recommendations from existing clients, lawyers, accountants and financial institutions.
As we move forward we continue to work hard to introduce new technology and intelligent ways to provide greater opportunities for all our clients and partners. New ideas, technology and a low-cost environment attracts partners, and partners generate volume which in turn reduces the costs of business, providing a mutual benefit to the client and the service or product provider.
Why Portugal? There are tremendous tax benefits for companies established in Portugal and for individuals wishing to take up residency.
For further information on the benefits of operating from Portugal. http://www.portugalglobal.pt/
In an era of exploding media choices and heightened expectations for timeliness and relevancy, customers are increasingly assuming control of their relationships with their financial services provider.
This phenomenon is rewriting the rules for how financial services marketeers engage with customers, creating both challenges and opportunities for forward-thinking organizations. Banks, brokerages and insurers are looking for automated financial services marketing solutions to provide personalised customer communications.
They are looking for a marketing platform that will improve efficiency and create a positive customer experience. By consolidating data from multiple sources including CRM databases, card management systems, cash management, and brokerage platforms and utilising call center, web and mobile channels. Abana can create a rich understanding of each customer’s needs and preferences.
Abana marketing solution empowers organisations with the ability to create personalised, relevant communications that directly impact retention, growth, satisfaction and profitability.
Abana helps you capitalise on untapped marketing opportunities that exist.
Our cross-channel marketing platform, combined with our deep financial services expertise, make Abana the ideal financial services marketing solution for maximising revenue. If you’re looking specifically for a financial services marketing solution, look no further. We have the experience and technology to help you efficiently implement highly effective marketing programs.