Private Banking & Wealth Management: Switzerland 2021 Conference and Awards

Moxo

Company Description: Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Standard Chartered, Raiffeisen Bank, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Company Website: http://moxtra.com/

FNZ/Appway

Company Description: Its award-winning software is trusted by 10 of the top 25 wealth managers to digitize, automate, and accelerate core business processes, such as the onboarding of new clients, managing changing client circumstances, and regulatory reviews. With its reusable components, Appway allows firms to create business applications in a scalable and flexible way. Industry-leading institutions rely on Appway to automate workflows across people, systems, and data, improve customer experience and boost internal efficiencies in full compliance with complex industry regulations. Headquartered in Switzerland with offices around the globe, Appway serves customers while collaborating with an extensive ecosystem of consulting, implementation, and technology partners.

Company Website: http://www.appway.com/

Adviscent

Company Description: Given the exponential growth of available financial market information, investors are oftentimes overwhelmed and struggling to find relevant content and ideas for their investment decisions. Professional investment advisors are equally tested by well-informed customers and the increased demand for truly personalized investment advice which meet the individual preferences and risk/return profiles. In response to this challenge, Adviscent developed a savvy content hub called Interactive Advisor for content owners like research analysts, investment writers and sales managers to create, manage and distribute investment content. Through Interactive Advisor, bank advisors and clients alike can seamlessly access personalized, context-driven content throughout their advisory user-journey at their time of need.

Company Website: http://adviscent.com/

aixigo

Company Description: aixigo has the world's fastest API-based wealth management platform for investment advisory, portfolio management, portfolio risk management, portfolio analysis and portfolio monitoring. The platform, which is equipped with more than 100 digital services delivers constant trend-setting and real added value innovations to aixigo’s customers and their savings and investment customers. aixigo's financial software enables you to leverage potential that previously seemed unattainable. aixigo’s international customers including Bank Vontobel, BNP Paribas, Commerzbank and Hargreaves Lansdown are already benefiting from the aixigo platform. Contact us and we will clarify how we can support you quickly and tailored to your needs!

Company Website: www.aixigo.com

BNP PARIBAS

Company Description: With nearly 1,400 employees and a presence in Geneva, Zurich, Basel and Lugano, BNP Paribas (Suisse) SA is a leading European bank in Switzerland for corporates, institutions and private clients. Active in Switzerland since 1872, BNP Paribas (Suisse) SA strives for long term development with a clear strategy for each business line: – Supporting Corporates and Institutions in their development both in Europe and beyond with a “One Bank for Corporates” initiative – Wealth Management expertise and service for private clients and entrepreneurs – Commodity finance with “Specialized Trade Solutions” dedicated to historical clients and to Group’s Corporate clients in Europe The BNP Paribas Group integrated model enables to offer clients the financial stability of a leading bank in Europe with international reach and a wide range of products and investment.

Company Website: http://www.bnpparibas.ch/de/

CID

Company Description: CID provides enhanced intelligence and analytics solutions for financial services companies. CID is a valued strategic partner to financial services providers because of its powerful software platform – CORPUS –, its dedication to creating business value with regards to bank-specific challenges and requirements, and its next generation Artificial Intelligence technology: Neuro Computing. CID enables clients to achieve exceptionally high quality in data processing, which is the foundation for process improvements and successful automation. Neuro Computing turns data into insight so that financial services can focus on highest value work – and unlock data potential, drive client engagement, enhance sales and underwriting, improve customer experience, and turn financial services truly digital.

Company Website: www.cid.com/

FinIQ

Company Description: FinIQ offers a solution for the private banks to streamline the distribution of investment products to their advisors and customers, digitalise complex processes through flexible and configurable workflows, and empower the relationship managers with smart toolkits so that they can offer a better service to their clients. FinIQ’s Market Connect Suite of twenty-five leading banks allows the private banks and their advisor to seek liquidity, access live prices and invest in real time. FinIQ is the only unified electronic dealing platform that offers Execution Management Services for the full range of asset classes like structured products, derivatives, FX cash, FX derivatives, DCI, Bonds Shares and Funds via direct connectivity with market makers and links with third party venues. FinIQ platforms today service thousands of bankers giving them the convenience of real-time quotes, instant pre-deal checks, client onboarding, online execution, and more. The platform comes with a User Configured Products toolkit, which is a designer platform for introducing new instruments and new workflows. FinIQ has been servicing wealth management industry since 2001. It is Singapore headquartered and supports its customers today from eleven offices worldwide.

Company Website: http://finiq.com/

InvestCloud

Company Description: InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.

For more information, visit InvestCloud.com.

Company Website: www.investcloud.com

Prometeia

Company Description: Prometeia is a leading provider of consulting, software and data services and economic research focused on Risk, Wealth & Performance Management. Established in 1974, the company serves more than 20 countries through a consolidated network of branches and international subsidiaries. We create value by integrating analytics, customer data, market feeds and economic scenarios into decision-making processes and regulatory compliance. Our combination of FinTech proposition, quantitative advisory, data science and research makes our business model unparalleled in today's market. Our expertise is proved by our award-winning solutions, our double-digit growth in revenues and staff, and more than 200 references.

Company Website: www.prometeia.com

Refinitiv

Company Description: Refinitiv, an LSEG business, provide seamless integration across front, middle, and back office workflows that improve decision-making, deepen client engagement and optimize business performance. Our tools empower your financial advisors to be more informed, more efficient, and more engaged with their investor clients. Learn more at www.refinitiv.com

Company Website: www.refinitiv.com

REYL

Company Website: www.reyl.com

Smart Communications

Company Description: Smart Communications is a leading technology company focused on helping businesses engage in more meaningful customer conversations. Its Conversation Cloud™ platform uniquely delivers personalized, omnichannel conversations across the entire customer experience, empowering companies to succeed in today’s digital-focused, customer-driven world while also simplifying processes and operating more efficiently. Smart Communications is headquartered in the UK and serves more than 650 customers from offices located across North America, Europe, and Asia Pacific. Smart Communications’ Conversation Cloud platform includes the enterprise-scale customer communications management (CCM) power of SmartCOMMTM, forms transformation capabilities made possible by SmartIQTM and the trade documentation expertise of SmartDXTM. In 2021, the company acquired Assentis, a leading European software solutions provider specializing in customer communications management (CCM) with a focus on the financial services industry. To learn more, visit smartcommunications.com  

Company Website: www.smartcommunications.com

Societe Generale Private Banking

Company Description: Societe Generale is a leading European financial services group, with a diversified and integrated banking model. Private banking and wealth management are strategic and core businesses for the Group. Société Générale is at the service of its clients in Switzerland since 1897. The Clients of Société Générale Private Banking Switzerland benefit from the financial strength and international expertise of a large banking group, combined with our Swiss know-how. Our 400 employees are based in Geneva and Zurich. Thanks to this local human-sized structure, we take an entrepreneurial approach and always start out with the specific situation and request of our clients. https://www.privatebanking.societegenerale.com/en/

Company Website:

Unblu

Company Description: Unblu’s Conversational & Collaboration Suite empowers financial institutions to increase the number of transactions, deliver better customer experience and build successful business relationships. Unblu makes seamless investing a reality, allowing a client and their advisor to research, communicate and make decisions together. And when things are made simpler and easier for the client, their trust and confidence in their advisor grow. With our solutions, we are helping wealth manager to become long-term financial partners.

Company Website: www.unblu.com

Kidbrooke

Company Description: By distilling decades of research in the fields of quantitative analysis, behavioural economics and portfolio management into flexible APIs, Kidbrooke empowers banks, insurers and wealth managers to build next-generation digital customer experiences. Their core API platform, OutRank, allows the financial institutions to create engaging and seamless customer and advisor journeys in a fraction of the time and cost that it would take to develop them from scratch. Currently, OutRank is at the heart of the digital pension planning service for Skandia as well as a number of smaller financial services firms in the Nordics.

Company Website:

Dorsum

Company Description: Since its foundation in 1996, Dorsum has become one of the leading innovative investment software & solutions providers in the CEE region. In the past 20 years, our staff grew to an SME with more than 250 employees and more than 80 clients in 10 countries. Our clientele includes almost every large bank and wealth management firm in the region, and a significant portion of securities trading and clearing is done through our systems in Hungary, Romania, and Bulgaria. The company now has 5 local offices internationally in the region and is making its debut in Western Europe following a successful client facing digital investment transformation project in the UK. Dorsum offers a complete suite of back-to-front-office wealth and investment management solutions for commercial banks, investment providers, asset management firms, insurance companies, pension funds and national treasuries.

Company Website: www.dorsum.eu

Altoo

Company Description: Altoo is a Swiss tech firm, providing simplicity for complex wealth. With our software, the Altoo Wealth Platform, we help wealthy private individuals to keep track and control on what’s going on in their total wealth. It is an easy to use “digital cockpit” where one can access and manage their consolidated assets, from bankable assets to real estate, private equity, or the collection of art, in a simple and intuitive way. In addition, Altoo technology enables a secure collaboration within the trusted network of a client (for instance between family members, a family office and wealth managers, or a tax advisor). Besides our B2C business, servicing UHNWI and Single Family Offices, we enable as well Multi Family Offices and Private Banks servicing their end clients with a white labelled solution. We offer our technology as a ‘Software as a Service’, combined with automated APIs to 50+ custodian banks worldwide. Based on this automated process, all details and transactions of bankable assets are daily updated and reconciled. For non-bankable assets, the data input is manually, either by a family office employee or outsourced to the Curator Service of Altoo.

Company Website: www.altoo.io

Contemi

Company Description: Trusted by over 50+ financial services clients across Europe, APAC & ANZ, Contemi Solutions is a leading technology partner for wealth managers, insurers, and stockbrokers. Contemi delivers value for clients through its award-winning cloud-based, comprehensive, and client-centric solutions. For the private banking and wealth management industry, Contemi’s Wealth Intelligence (WIN) provides value by delivering cloud-based, modular front-to-back solutions from a single, integrated platform, covering- • Prospecting • Client Onboarding & lifecycle management • Client Portal • Portfolio management • Performance & Reporting • Trading & Order Management • Post Trade Processing • Corporate Actions Processing • Fees & Invoicing • Banking & Cash Management • Custody & Settlement • Analytics & Insights

Company Website: www.contemi.com

Objectway

Company Description: Building on more than 30 years of business expertise, Objectway is an international wealth, banking and asset management software provider empowering clients to embrace their future challenges while providing great performance today. The Group is a future-proof technology player with a well-established track record in the financial services industry and over €100 million of consolidated revenue. The Group is a global Top 100 fintech provider (IDC ranking), whose clients include 200+ leading Wealth Managers, Banks, Asset Managers, Fund Managers, Insurers and Outsourcers in more than 15 countries. With over 800 professionals operating from Italy, UK, Belgium, Germany, Switzerland and Ireland, the Group serves clients in 4 continents, supporting approximately 100,000 investment professionals to manage more than €1 trillion in assets.

Company Website: www.objectway.com

Quantfolio

Company Description: Quantfolio is a leading Nordic WealthTech company within the advisory sector. We empower wealth managers with unique technology platform enabling hybrid & hyper personalized advisory with sustainable DNA. Friction free, with integration possibilities to ensure dataflow between systems, our solutions can support you through the onboarding, mapping and updating of investment proposals. Our technology enables digital and human advisory, stand-alone or combined in a hybrid solution. Our digital advisor is the world’s first & only authorized advisor certified by a governing body as our data led approach combines user data & preferences with financial data to provide optimal and unique advise, also catering for sustainability preferences. The goal is to: drive client engagement, increase insights and support your advisory process.

Company Website: www.quantfol.io

ServiceNow

Company Description: ServiceNow is a cloud computing company that offers a service management platform for organizations. The Now Platform enables them to build cross-functional workflows from end to end, and automate processes in numerous areas such as IT, HR, Customer Service, and Risk & Compliance. ServiceNow serves over 6,000 customers worldwide, which include numerous financial services companies, among them many well-known banks and wealth managers. The company currently employs approximately 16,000 people worldwide, with headquarters in Santa Clara, USA, and local Swiss offices in Zurich and Lausanne.

Company Website: www.servicenow.com

TechRules

Company Description: Company Website: www.techrules.com

TechRules is a leading consultancy and Wealth Management Software provider to financial entities with more than 20 years of experience. We develop modular, scalable and APIfied solutions to meet customers' specific requirements for the entity and end customers. We offer a wide range of financial solutions for retail and personal banking, private wealth managers, fund managers, asset- and portfolio-managers. Among our most powerful solutions we would like to introduce Tower as a comprehensive Wealth Management Platform for Advisors, Financial Planners, SaaS or On Premise, fully integrated with our white label discretionary management Robo Advisor and Customer Web Portals. Tower has a unique combination of innovation, flexibility and scalability to allow the biggest entities to dramatically improve their adviser efficiency. With Tower you can get a complete API solution for a particular task or an entire workflow going from Onboarding, model portfolio creation, CRM, profiling, investment proposals, financial planning, compliance and customer reportings, BI, interactive dashboards, advanced rebalancing, alerts and order management among many other functionalities. TechRules provides WealthTech expertise for business automation at financial entities for a unique customer experience. Our modular and APIfied solutions enhanced with AI can solve a wide range of specific demands in accordance with regulatory and market requirements. We seek the industry for improvements that we develop for our solutions, making a full Tower or Robo Advisor for a customer or just the modules he might need. We work together with our clients, establishing a method, taking into consideration the client's team that is going to work with us. All their needs are established in the contract and we also provide maintenance and support during the project. Our mission is to empower advisors with our digital tools so they can get a full picture of their clients’ situation, to align them with their strategy. This approach reinforces the relationship between financial industry professionals and clients, increasing transparency and loyalty. Clients and advisors can go forward together making the best investment decisions.

Company Website: www.techrules.com

Wealth Dynamix

Company Description: Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, we deliver benefits throughout the whole client lifecycle and transform the way firms manage client wealth and deliver client excellence.  

Company Website: http://www.wealth-dynamix.com/

Finnova

Company Description: Finnova is a leading provider of banking software in the Swiss financial centre. We help banks and outsourcing providers to realise growth in the banking sector, especially in challenging times, thanks to efficient and innovative IT solutions compliant with regulatory requirements. And that is why over 100 banks have already put their trust in us. Finnova was founded in 1974 and employs around 400 people at its headquarters in Lenzburg and at branch offices in Chur, Seewen and Nyon. Its standard solution, Finnova Banking Software, is currently used by around 80 universal banks and 20 private banks. They benefit from the software’s extensive functional breadth and depth, combined with the lowest TCO in the industry. Finnova’s outstanding scalability and parameterisation capability enable banks to implement their strategic requirements efficiently, within budget and on schedule. You can find further information under: www.finnova.com

Company Website:

HSBC

Company Description: As part of the HSBC Group, one of the world’s largest banking and financial services organisations, HSBC Global Private Banking seeks to be the leading international private bank for business owners, wealthy individuals and their families. HSBC Private Banking is committed to providing services that help HSBC clients grow, manage and protect their wealth. HSBC’s long history, international footprint and deep roots in key markets such as Asia and the Middle East provides a formidable platform to comprehensively meet the needs of our international clients. The global private banking team based across 10 booking centers, is at the very heart of what we excel at – connecting our clients to the best of HSBC.

Company Website: www.hsbcpb.com