Our banking and digitisation expertise
Are you looking for specialists for the digitisation of your banking processes? A partner who not only has the technical expertise, but also a deep understanding of specific banking processes? Who not only advises you but also implements solutions?
If so, we are the perfect partner. We combine banking expertise with software competence to support financial institutions in their digital transformation. Our tools are our expertise, methodological competence and innovative technologies.
Your contact:
Roland Staub
CEO
We are specialists in the following business areas of the banking sector: Wealth Advisory, Tax, Compliance, Regulatory Reporting and Credit Business. Our focus ensures quality and efficiency.
Our expertise and experience with these challenging banking topics make us the preferred digitisation partner. We will find the optimal solution for your challenge and implement it in your IT landscape - according to the motto "Digital Banking applied".
We specialise in using Avaloq. As a Premium Implementation Partner for Avaloq, we set the standard in the community for these 5 business areas.
Wealth Advisory
Modern investment advice is becoming digital and interactive. Compliance is being integrated into systems and processes. This enables relationship managers to concentrate on the essentials: Accompanying customers in achieving their financial goals. We have mastered the wealth advisory process and know the latest trends so that we can serve you well. Interested?
Digitising investment advice
Tax
Since our foundation, we have been an official Avaloq service partner for one of the most demanding areas in the banking sector. We implement your individual tax requirements, including tax reporting in accordance with national and international regulations, tax statements for bank clients and automated withholding tax relief. Curious?
Discover the tax life cycle
Compliance
Regulatory requirements have a deep impact on the work of business departments: Regulations and processes must be adhered to in client relationship management, investment advice or the international exchange of tax data. As an official partner of Avaloq, we can support you with our experience and digital solutions for your compliance processes. Read more.
Ensure compliance
Regulatory Reporting
Banking and capital market regulation continues to evolve and places ever new demands on the recording and reporting system. Reporting the right data, in the right format, in the right template, completely and on time to the regulators is a demanding task. We have taken on this challenge and have digitised and automated the reporting processes. Learn more.
Automate reporting processes
Credit Business
The credit business is in the midst of transformation: From advisory services to follow-up financing, every phase of the credit life cycle will be analysed, optimised and digitised in the future. We support you in this process and incorporate your bank-specific processes into software. Our solution in Avaloq is easy for relationship managers to use. Get to know us.
Digitise your credit business