A Swiss private bank has been recognised for advisory excellence. In light of increasing standards within private banking, a clear definition of the services delivered to clients is necessary.
An efficient delivery of these services requires an optimisation of the processes and organisational adaptations as well as state-of-the-art information technology systems.
The world of private banking is changing. Increasing expectations of clients, changing regulatory requirements in applicable jurisdictions, as well as innovation among competitors all force private banks to precisely specify their market positioning.
A clear definition of client services is an essential first element in providing advisory services of consistently good quality. Well-organised and standardised advisory processes come next, followed by a well-thought-out delivery model for the monitoring of client portfolios.
The project scope included analysis of client needs and specification of new service packages in the area of non-discretionary mandates.
To enable an efficient delivery of client services, the processes within mid- and front-office were optimised and supporting information technology systems engaged. These measures took active account of both global and local regulatory requirements, thereby promoting excellence not only on the client side but also on the legal and regulatory side.
Finalix AG Overview:
Finalix develops and supports projects for companies in the finance and insurance industry. Finalix clients include universal banks, private banks, asset managers, private equity companies and insurance companies.
Finalix are passionate doers with character and live a flat hierarchy. Finalix share our knowledge and actively exchange ideas with each other. Work-life balance is no empty phrase for us –Finalix promote part-time models. With us, you will accompany and develop value-creating projects with banks and insurance companies.