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Private Banking & Wealth Management: Switzerland 2020 Virtual Conference and Awards
- Virtual Event: 9 AM CET
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Virtual Event: 9 AM CET
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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.
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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.
To learn more , please visit our website - www.prometeia.com
The annual Private Banking & Wealth Management: Switzerland awards are over and 2020 has brought a variety of worthy winners. We are pleased to announce the winners:
Excellence in Customer Experience (Technology Provider) - Appway
Most Innovative Private Bank/ Wealth Manager of The Year-Â Citibank
Outstanding Boutique Private Bank in Switzerland â€“ REYL
Outstanding Customer Relationship Service and Engagement Switzerland â€“Â Societe Generale
Outstanding Family Office Proposition in SwitzerlandÂ â€“ StonehageÂ Fleming
Outstanding Front Office Digital Solutions ProviderÂ -Â FinantixÂ
Outstanding Private Bank Switzerland International Player - CA Indosuez Wealth Management
Outstanding Private Bank Switzerland Domestic Player â€“ REYL
Outstanding Private Bank for Next Generation Proposition â€“Â REYL
Outstanding Private Bank for UHNW in SwitzerlandÂ -Â BNPÂ Paribas
Outstanding Wealth Management Technology Provider in Switzerland Middle and Back Office -Â AvaloqÂ
Congratulations for all of the winners!