News on MiKaDiv reporting - an opportunity to increase efficiency through automation and compliance with TaxTrail
Zurich, Sep 2024
With the introduction of MiKaDiv reporting in 2026 for applying for German tax certificates, financial institutions are faced with a variety of new re ...
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How We Leverage MongoDB to Power aSpark
Zurich, Jul 2024
In the dynamic world of investment campaigns, efficient data handling and precise targeting are crucial for delivering impactful campaigns and seamles ...
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TaxTrail – the new software for applying for German tax certificates along the entire custody chain
Zurich, May 2024
With the introduction of the notification procedure for capital income tax on dividends from shares and depositary receipts (MiKaDiv) starting in 2025 ...
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MiKaDiv Reporting - New requirements for applying for German tax certificates from 2025
Zurich, May 2024
The new notification procedure for capital income tax on dividends from shares and depositary receipts (MiKaDiv), which will be introduced on 01.01.20 ...
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On career opportunities and AI in banking
Zurich, Apr 2024
Already during his studies, Nico Fankhauser was able to actively help optimise the customer experience in the investment business using AI. We spoke t ...
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aSpark: New version with more modern and optimised user experience
Zurich, Oct 2023
A new version of the aSpark product, which Confinale launched about two years ago, was recently released. The focus was on a complete overhaul of the ...
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Confinale opens new Swiss office in Lugano
Zurich, Sep 2023
From October 2023, Confinale will also be represented by an office in the Italian-speaking part of Switzerland. With a central location in Switzerland ...
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LGT Bank (Schweiz) AG implements aSpark
Zurich, May 2023
LGT has successfully rolled out aSpark, Confinale’s innovative and sophisticated Investment Communication Management solution, in Europe. The rollou ...
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How LGT now delivers new investment ideas to clients in real time
Zurich, May 2023
More than ever, banks and financial service providers in the investment sector are faced with the challenge of offering their customers a perfect user ...
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Confinale expands its management team
Zurich, Dec 2022
Confinale expands its management team with two experienced Avaloq experts and long-time executives. Confinale AG, an HCLTech company since 2022, is e ...
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ESG Switzerland - we are ready!
Zurich, Sep 2022
Sustainable investing is an increasingly important topic in investment advice, also from a regulatory perspective. The EU has taken up the issue with ...
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Confinale becomes an HCL Technologies Company
Zurich, May 2022
HCL Technologies (HCL), a leading global technology company, listed on NSE, has signed a definitive agreement for the acquisition of Confinale AG, a S ...
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The award-winning implementation partner - for Avaloq ESG module
Zurich, Jan 2022
Are you ready for the new ESG regulations? Banks need to act quickly to comply with the new ESG regulations under the EU Action Plan. Rapid implementa ...
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reclaimer® now available on Temenos Exchange
Zurich, Jan 2022
Get money back from overpaid withholding tax with the market leading software solution reclaimer®. As of today, the reclaimer® software, which manag ...
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A new way to increase assets under management
Zurich, Jan 2022
Banks offering personalised, thematic investment proposals to their clients successfully outperform the competition and generate double-digit growth r ...
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Compliance Client View - the tool for optimised compliance processes in Avaloq
Zurich, Dec 2021
Do you know the problem that, for a customer analysis, you often have to compile data over several work steps and prepare the data manually? Most of t ...
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Award ceremony: Avaloq Implementation Partner of the Year 2021
Zurich, Nov 2021
We were named Avaloq Implementation Partner of the year 2021 at the virtual Avaloq Community Event 2021. It is the second time in a row we received th ...
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Accelerating digitalisation with Avaloq's Community APIs
Zurich, Nov 2021
Avaloq's Community APIs open the doors to even faster digitisation of the banking business. With Confinale, banks can efficiently integrate Avaloq's C ...
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New aSpark software for emotionalised and personalised investment advisory
Zurich, Oct 2021
Today's brain research proves that financial decisions are not rationally controlled, it is emotions rather that are decisive in the selection of fina ...
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Confinale expands further - opening of the branch in London, UK
Zurich, Jun 2021
With its new presence in London, UK, Confinale AG is even closer to its customers. Being close to customers and having country-specific banking knowle ...
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And the Winner is....
Zurich, Sep 2020
It came as a big surprise when we were named Avaloq Implementation Partner of the year 2020 at the Avaloq Community Experience 2020 today. We are incr ...
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Promotion to the highest partner class!
Zurich, Sep 2020
Extensive project experience, over 50 certified Avaloq specialists, project locations in numerous countries and many positive customer reviews: we are ...
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Close collaboration with Adenza for Regulatory Reporting
Zurich, Sep 2020
Confinale and Adenza (formerly AxiomSL) will work closely together to provide clients with a data and technology-based regulatory reporting platform t ...
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Confinale is a Gold Sponsor of Avaloq Community Experience 2020
Zurich, Sep 2020
Due to Covid-19, this year's most important event of the Avaloq Community will take place virtually. Confinale is sponsoring the Avaloq Community Expe ...
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Here’s a tip from our Confinale product factory
Zurich, Nov 2019
Have you ever had an issue with your shiny new web app not working properly on one of your customer’s systems or browsers? When we develop apps for ...
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Confinale enters into partnership with RegTech provider ACTICO
Zurich, Oct 2019
The headlines make it clear that there is no end in sight to the banking sector’s ongoing fight against major issues like money laundering, insider ...
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Whitewater and crevasses: Confinale’s three-day team event
Zurich, Sep 2019
After a five hour ascent, the team finally reached the SAC hut. Ice picks and crampons fall to the snow. Gloved hands come together in a chorus of hig ...
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As of this week: Upon demand, Swiss banks must be able to deliver IRS group-request-information within 10 days!
Zurich, Sep 2019
As a result of the latest changes to the Swiss-US double taxation treaty, IRS group requests have become a challenging reality for Swiss banks. Extrem ...
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MROS is preparing for the fight against money laundering
Zurich, Jul 2019
Suspected cases of money laundering in the Swiss financial centre must be recorded on a web portal of the relevant authority in future. For this repor ...
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eFillr - Electronic Transmission of Withholding Tax Reclaim Requests
Zurich, Jun 2019
The rapidly progressing digitisation offers financial service providers as well as administrative authorities valuable opportunities to improve effici ...
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Confinale awarded Project Partner of the Year by Avaloq
Zurich, Jun 2019
We are excited and very proud to have won this year’s award for “Project Partner of the Year” at the Avaloq Community Conference in Zurich! This ...
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Confinale’s Avaloq partner status has been upgraded
Zurich, Jun 2019
Confinale is delighted to announce that it has been upgraded to Avaloq Implementation-Partner status due to the strong growth of its Avaloq business. ...
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New customer for client tax reporting
Zurich, Jun 2019
This month we could win another important customer for our country-specific client tax reporting, which makes us incredibly happy. The fact that the n ...
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FIDLEG - everything clear?
Zurich, Jun 2019
The Swiss Financial Service Act (FIDLEG) presents banks with new challanges. The implications are far-reaching. Are you aware of the current state of ...
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A plus in challenge and solidarity
Zurich, May 2019
After studying ethics in information technology and electro-engineering as well as spending a number of years in research, Dr. Goran Lovric decided to ...
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Migration from AngularJS to Angular
Zurich, Apr 2019
In the summer of 2017, faced with Google’s announcement that it would be ending support of AngularJS, we decided to migrate our product, reclaimer® ...
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