Private Banking & Wealth Management: Switzerland 2020 Virtual 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/

Prometeia

Company Description: Prometeia is a leader in software and data solutions for the financial sector. Founded in 1974 as a non-profit economic research institute, its rigorous, client focused approach to wealth, asset and risk management has made it a trusted partner of more than 200 institutions across 20 countries. Prometeia’s PFTPro front office wealth management suite transforms the way private banks interact with their clients by enabling sophisticated, personalized, value adding omni-channel services at scale. Automating routine tasks leads to a lower cost-to-serve, while deep regulatory expertise ensures compliance with FIDLEG and MiFID II. PFTPro’s modular, service oriented architecture lends itself to rapid deployment, incremental adoption, extensive customization and easy integration into existing systems. Currently the solution supports the management of over EUR 2 trillion in assets across millions of private portfolios which range from thousands to hundreds of millions of Euro. https://www.prometeia.it/en/home

Company Website: www.prometeia.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

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/

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/

Cobwebs Technologies

Company Description: Cobwebs Technologies is a global leader in automated web intelligence solutions. With offices in Singapore, Frankfurt, London, New York, Tel-Aviv professional investigators on six continents use the company’s solutions successfully to maximize efficiency and boost their results. Cobwebs’ web intelligence platform can be used by every team at a financial institution which conducts research on the open web, deep-web, and dark web to ensure safe business. Currently financial professionals, among them compliance officers, front desk, antifraud teams, and security & investigations teams, are expected to carry out law-enforcement grade investigations, but often times lack the tools, training, and time to do so. Cobwebs provides law-enforcement grade web Investigations tools to financial professionals, giving them the power to conduct automated deep due diligence on any counterparty, ensuring that they can meet their business goals in a safe, compliant manner. Weaver Financial Investigations Platform employs a suite of artificial intelligence- based technologies to automate and enhance every aspect of due diligence including ranging from machine learning, NLP, optical character recognition, big data, blockchain analysis, facial recognition, and other crucial modules for automated Web investigations. The system deploys dozens of algorithms to analyse hidden links and connections relating to any research Subject.

Company Website: www.cobwebs.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/

REYL

Company Website: www.reyl.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/

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Unblu

Company Description: Unblu's conversational platform improves the customer experience. Financial institutions can interact with customers in ways that customers now expect. A seamless conversational experience accompanies the customer throughout the online journey. This in-person experience over digital channels builds trust and loyalty whilst increasing online conversions and digital adoption.

Company Website: http://unblu.com/

Finantix

Company Description: Finantix is a leading supplier of transformational software to the private banking, wealth and insurance industries globally. It has a customer base spanning over 45 countries, and more than 15 years’ experience distilled into its flagship Finantix Components product suite which is supported from eight offices across Europe, North America and Asia. Finantix Components is trusted by some of the world’s largest banks, insurers and wealth managers and offers a broad, solid and proven library of multi-country, multi-jurisdiction, multi-channel, omni-device reusable software modules, widgets, engines, connectors and APIs that help leading financial institutions digitise and transform key processes in the financial services industry. http://www.finantix.com

Company Website: http://www.finantix.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

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FTSE International Limited

Company Description: FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering 98% of the investable market globally. FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives. A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. FTSE Russell is also focused on index innovation and customer partnerships as it seeks to enhance the breadth, depth and reach of its offering. FTSE Russell is wholly owned by London Stock Exchange Group.  https://www.ftserussell.com/

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InvestSuite

Company Description:

Our mission is to quickly equip financial institutions with digital wealth management products so that their customers have access to reliable & affordable solutions for their savings & investments. Since we deploy our solutions faster and at a fraction of the cost versus building them in house, financial institutions can accelerate their digital transformation and extend their product range with our suite of modular white-label products

Our senior and multidisciplinary team builds services that are engaging, educational & personalized for each and every client. Our solutions are designed to be intuitive, fully scalable and in line with their needs and the expectations of their retail customers. We constantly push the boundaries of wealthtech innovation to help banks build trusting and long-term relationships with their clients. Since the company launch in June 2018 it has raised US$10 million in funding and built a team of 50+ people.

Company Website: www.investsuite.com

Lombard International

Company Description: Lombard International Assurance is part of the Lombard International Group. Lombard International Group is a leading life insurance-based wealth solutions provider with over 25 years’ experience. We have the strength and expertise to provide wealth structuring solutions using private-placement, unit-linked life insurance and annuities to ultra-high net worth individuals, their families and institutions around the globe. With head offices in Luxembourg and Philadelphia, and serving over 20 markets across the United States, Europe, Asia and Latin America, we are able to provide multi-jurisdictional wealth planning solutions on a global basis with a deep understanding of local cultures and attitudes. Global assets under administration are in excess of €44.9 billion as of 30 June 2019. Our global team of over 500 includes more than 60 technical experts and over 100 client services professionals specializing in multiple jurisdictions. Funds managed by Blackstone own Lombard International Group. Blackstone is one of the world’s leading investment firms with $545 billion in assets under management as at 30 June 2019. Media Enquiries:  Simren Priestley | Kekst CNC | lombard@kekstcnc.com | tel. +44 (0) 203 7551 670 https://eu.lombardinternational.com/en-GB/

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SS&C Technologies

Company Description: SS&C Technologies Holdings (NASDAQ: SSNC) is the world’s largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with software and solutions to service even the most demanding customers. SS&C owns and operates the full technology stack across securities accounting, front-to-back-office operations, performance and risk analytics and regulatory reporting. SS&C’s trusted and proven technology delivers an unparalleled level of scalable capabilities for the most complex portfolios, the most sophisticated strategies, and the highest volumes of transactions.

Company Website: www.ssctech.com

CME Group

Company Description: As the world's leading and most diverse derivatives marketplace, CME Group (www.cmegroup.com) enables clients to trade futures, options, cash and OTC markets, optimize portfolios, and analyze data – empowering market participants worldwide to efficiently manage risk and capture opportunities. CME Group exchanges offer the widest range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange, energy, agricultural products and metals.  The company offers futures and options on futures trading through the CME Globex® platform, fixed income trading via BrokerTec and foreign exchange trading on the EBS platform.  In addition, it operates one of the world's leading central counterparty clearing providers, CME Clearing.  With a range of pre- and post-trade products and services underpinning the entire lifecycle of a trade, CME Group also offers optimization and reconciliation services through TriOptima, and trade processing services through Traiana.

Company Website: www.cmegroup.com

Tata Consultancy Services

Company Description: Tata Consultancy Services is an IT services, consulting and business solutions organization that has been partnering with many of the world’s leading businesses in their transformation journeys for over 50 years. TCS offers a consulting-led, cognitive powered, integrated portfolio of business, technology and engineering services and solutions. This is delivered through its unique Location Independent Agile™ delivery model, recognized as a benchmark of excellence in software development. TCS has been serving customers in Switzerland since 1985 from offices in Zurich, Nyon and Basel. We serve Banking and Financial Services (BFS) clients across capital markets, corporate banking, consumer banking, private banking & wealth management value chain and also run the Private Banking Centre of Excellence out of the Zurich Office. TCS Switzerland was voted #1 in the independent customer satisfaction survey on IT Outsourcing by Analysts Whitelane/Navisco for 8 consecutive years.

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