Private Banking & Wealth Management Switzerland Conference & 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/

UBS

Company Description: UBS provides solutions to institutional, corporate and private clients worldwide. Headquartered in Zurich, Switzerland, UBS has offices in 52 countries, including all major financial centers. As an early adopter of transformative technology in the financial services industry, UBS founded the FinTech company UBS Partner in 2016 to bring an innovative platform service to other financial institutions. UBS Partner is powered by the same technology that backs UBS Wealth Management's own leading advice process. Our mission: Enabling financial institutions to enhance their client experience and to deliver superior investment advice in a cost-efficient and regulatory compliant manner. We combine cutting-edge technology with our wealth management DNA and investment expertise. We aspire to building long-term, personal relationships with our partners and supporting them on the way to a truly scalable advisory model.  

Company Website: www.ubs.com/global/en/asset-management.html

Azqore

Company Description: www.azqore.com/

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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’s Thematic Intelligence platform Affinity allows wealth & asset managers to create new investment strategies, energize existing ones and create new products and do it quickly, easily and in near real time. Asset managers use Affinity to research, build and rank new investment strategies; make fast, accurate allocation and rebalancing decisions; and develop and sell more targeted, customized, thematic investment products. Wealth managers and corporate banks use Affinity to identify business opportunities from existing customers and new prospects; leverage intelligence and network information to win more business more efficiently; and provide highly relevant advice to build long-term, trust-based client relationships.

Company Website: www.cid.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

REYL

Company Website: www.reyl.com

RWS

Company Description: RWS is the world’s leading provider of language solutions to the banking and wealth management sectors. Our tech-enabled services enable finance institutions to connect with their global audiences, accelerating the way they create, translate and deliver content. Our secure translation solutions reduce risk in the content process, giving our clients confidence in the quality and accuracy of their most sensitive regulated materials, wherever they are delivered. Our ability to bring control to content across the enterprise helps our clients to demonstrate compliance with regulators while building trust with their audiences. Our proven language capabilities support our clients as they seek to improve speed-to-market, drive competitive advantage and optimise the client experience. Find out more at https://www.rws.com/industries/financial-services/.

Company Website: www.rws.com/industries/financial-services/

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.  

Company Website: http://www.privatebanking.societegenerale.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/

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

New Access SA

Company Description: New Access SA is a leading provider of a scalable and modular Core-to-Digital solution suite designed to meet the specific requirements of the private banking and wealth management industry. New Access enables digital transformation and improves client’s satisfaction with its digital front-end solution, including a Client Lifecycle Management platform (CLM) and a client/EAM e-Banking portal. Its product also includes an advanced and comprehensive Wealth Management Core Banking System, a Portfolio Management System (PMS) and a powerful workflow engine (BPM). New Access has been operating for over 20 years exclusively in the private banking and wealth management sectors, supporting more than 60 customers, globally.

Company Website: www.newaccess.ch

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

Cornercard

Company Description: Cornercard UK is a fully-regulated, specialist bankcard and prepaid card issuer based in London and operating in the ultra-high and high net worth market. Cornercard works in partnership with private banks to offer exclusive bankcard programmes, tailored specifically to the needs of U/HNW clients, acting as a discreet extension of your private banking and wealth management services. With Cornercard you benefit from a fully-integrated, world-class solution while reducing your costs and risk, and delivering enhanced services to your clients including 24/7, multi-lingual customer service and a range of benefits tailored to the needs of your U/HNW clients. Select our exclusive Global Card range for a discreet, and ready-to-launch solution that can be ready in just 3 months, or design your own range of cards that reflect and strengthen your brand and values. Come to the Cornercard UK stand and see examples of some of the cards we offer – we look forward to speaking to you and making a tailored proposal to meet the needs of your clients and your business. https://www.cornercard.co.uk/

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Futora

Company Description: Futora is a leading global provider of innovative technology for financial products with more than fifteen years of deep market experience. Enables a financial institution to offer personalised structured investments to all its clients by providing a holistic platform for investment products, covering the entire life-cycle from pre-trade to maturity. A bank of any size is able to offer a wider range of bespoke products to end clients either by distributing third party structured notes or by issuing its own products, offering consequently a better customer experience to its customers, increasing market share and profitability. Futora’s solution is a modular system that serves functions from the front, middle and back office, empowering an institution to structure, manage and distribute structured investments internally and externally. Our vision is to make structured personalised investments available to any client type through an ecosystem of innovative technology and operations.

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

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

Backbase

Company Description: We’re the creators of the Backbase Digital-First Banking Platform. It’s designed to help traditional banks compete in the Neo Reality, a reality where digital neobanks and big tech have transformed the banking industry. The platform complements legacy systems with a comprehensive digital layer, so banks can innovate and operate in a truly digital-first way. More than 100 large financials around the world have standardized on the Backbase platform to streamline their digital self-service and online sales operations across all touchpoints. The customer base includes HSBC, Metro Bank, CheBanca!, HDFC, Hiscox, KeyBank, BNP Poland, BRD, Raiffeisen Romania, Discovery Bank, NBAD, PZU, Post-Finance, RBC, Citizens Bank, SECU, WSECU, Societe Generale de Banque au Liban and Westpac. Industry analysts Gartner, Forrester and Ovum recognize Backbase as an industry leader in terms of omni-channel banking platform capabilities. Forrester named Backbase a leader in the Forrester Wave for Digital Banking Engagement Platforms and Ovum nominates Backbase as the market-leading provider of next-generation digital channel banking platforms.

Company Website: http://backbase.com