Services

In a dynamic market environment, steering the business via KPIs and tracking them with underlying reporting systems (MIS) is critical for insurance companies to achieve desired results. We support our customers on this journey from conception to implementation of use cases.

The EAM and FO sectors hold vital importance in the Independent Wealth Management industry, particularly notable in Switzerland and experiencing rapid growth in Asia. Banks strive to augment AuC, related fees and trading revenues from EAM and FO through enhanced digital offerings that improve efficiency and integration throughout the ecosystem. Finalix can guide your digitalisation journey, bolstering your position as a custodian bank by formulating pertinent business concepts, designing Target Operating Models, and providing steadfast implementation support.

Even small and mid-sized asset managers are now replacing their proprietary Excel solutions with proven standard solutions. Our proven evaluation procedure ensures the selection of the most suitable solution.