Skip to content

Expertise in the Financial Industry

We have many years of experience in managing and implementing projects for banks as well as insurance companies. We support our customers by combining functional and methodological expertise.

Banks

Our customers are:

Universal Banks

Private Banks

Asset Manager

Private Equity Companies

Insurances

Our customers are:

Health Insurer

Life Insurers

Non-Life Insurers

We offer this expertise

You benefit from experienced and conceptually strong consultants who develop solutions to strengthen your company on the market in the long term.

Our Services - Your Benefits

Investment Suitability

Pre-trade investment suitability checks are essential to determine whether a product is in line with the investment objectives, risk requirements, as well as with the knowledge and experience of a client. A structured approach will help in achieving regulatory compliance while maximising efficiency.

Reporting

In order to offer clients a comprehensive view of their historical, current, and projected financial standing, client reporting necessitates a seamless integration of multiple real time data sources.

RM Workplace / Advisory 3.0

For relationship managers, a simple collection of applications is no longer sufficient. Instead, they now work on a One-Stop Workplace providing a 360 degree view of their clients. This enables them to serve their client in an efficient manner while simultaneously providing personalised solutions and advice.

Contact Us