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: www.moxo.com
Company Description: Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, we deliver benefits throughout the whole client lifecycle and transform the way firms manage client wealth and deliver client excellence.
Company Website: http://www.wealth-dynamix.com/
Company Description: CID’s Thematic Intelligence platform Affinity allows wealth & asset managers to create new investment strategies, energize existing ones and create new products and do it quickly, easily and in near real time. Asset managers use Affinity to research, build and rank new investment strategies; make fast, accurate allocation and rebalancing decisions; and develop and sell more targeted, customized, thematic investment products. Wealth managers and corporate banks use Affinity to identify business opportunities from existing customers and new prospects; leverage intelligence and network information to win more business more efficiently; and provide highly relevant advice to build long-term, trust-based client relationships.
Company Website: www.cid.com/
Company Description: Leonteq is a Swiss fintech company with a leading marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product classes. Leonteq acts as both a direct issuer of its own products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has offices and subsidiaries in 13 countries, through which it serves over 50 markets. Leonteq AG is listed on the SIX Swiss Exchange (SIX: LEON).
Company Website: www.leonteq.com
Company Description: UBS provides solutions to institutional, corporate and private clients worldwide. Headquartered in Zurich, Switzerland, UBS has offices in 52 countries, including all major financial centers. As an early adopter of transformative technology in the financial services industry, UBS founded the FinTech company UBS Partner in 2016 to bring an innovative platform service to other financial institutions. UBS Partner is powered by the same technology that backs UBS Wealth Management's own leading advice process. Our mission: Enabling financial institutions to enhance their client experience and to deliver superior investment advice in a cost-efficient and regulatory compliant manner. We combine cutting-edge technology with our wealth management DNA and investment expertise. We aspire to building long-term, personal relationships with our partners and supporting them on the way to a truly scalable advisory model.
Company Website: www.ubs.com/global/en/asset-management.html
Company Description: 3rd-eyes analytics is a Swiss WealthTech that offers financial institutions modular, white-labelled SaaS and API solutions that improve, automate, and interactively visualise wealth planning and investment advice. Our realistic and scenario-based ALM optimisation includes non-normal distribution that improves the clients’ strategic asset allocation and investments in various market scenarios. Our solutions incorporate climate change scenarios and model wealth projections and financial goals based on the varying levels of global warming. The unique strategic asset allocation optimiser and our portfolio construction logic hyper-personalise investment advice and ensure that investors’ preferences are met beyond their ESG expectations. With our novel climate change analyser, we enable to assess the impact of rising temperatures on clients’ wealth development and personal goal achievement. As such, we help financial institutions significantly improve their wealth planning capabilities, reduce costs by fully automating them, and to position themselves as the trusted advisor for each of their clients.
Company Website: www.3rd-eyes.com
Company Description: We enhance the investment & advisory value chain from research to distribution with suitability assessments; solving the cross-border distribution, product and tax suitability issues of financial service providers. The entanglement of client context, rules and data leads to our automated unambiguous suitability answer – even down to the specific instrument level. On whatever platform you work, insist on Investment Navigator suitability.
Company Description: Halo Investing is the first multi-issuer technology platform for protective investment solutions. Headquartered in Chicago, with offices in Zurich, Dubai, and Singapore, Halo was co-founded by Biju Kulathakal and Jason Barsema in 2015 with a mission to provide access to impactful investment opportunities previously unavailable to most investors. In October 2021, Halo Investing announced our $100+M Series C funding. With over 30 global banking partners, Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions. Through the Halo platform, advisors and investors can easily access structured notes, market-linked CDs, buffered ETFs, and annuities as well as a whole suite of tools to analyze, customize, execute, and maintain the most suitable protective investment product for their portfolios. Halo is changing the world of investing by democratizing the protective investment marketplace through transparency and efficiency with the help of technology.
Company Website: www.haloinvesting.eu