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process automation helps international wealth management take on the future

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An industry leader on the move

The swisspartners Group is an independent Swiss financial services provider dedicated since 1993 to the needs of its international private clients. Today, it is one of the largest financial services providers in Switzerland and growing internationally. The waiver of bank secrecy, tightened regulatory provisions, increased investment market demands, and growing competition have challenged the traditional Independent Asset Manager. Furthermore, both private and institutional clients increasingly favour financial service providers offering a comprehensive spectrum of services.

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“We learned the lesson. Adding more hands — even outsourced — won't do it. It takes process automation technology to make our business truly scalable.”

— Kristian Bader, COO & Partner at swisspartners

For years swisspartners has successfully expanded into business activities complementary to traditional Wealth Management, such as swiss and international trust business, as well as unitlinked insurance solutions. Today, the swisspartners Group represents more than 5.5 billion Euro assets, 1,600 client relationships, 100 employees and locations in Zurich, Geneva, Feldkirch, Vaduz and a representative office in Madrid.



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    IT landscape for the future

    The core systems at swisspartners are the portfolio management system (PMS), and the customer relation management system (CRM), both from Industry experts EXPERSOFT. These systems allow swisspartners to efficiently serve more than 1,600 demanding clients from all over the world.

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    Transactions fuel everything

    For the PMS system to deliver it's accurate and valuable services, it needs huge amounts of transaction data. Error-free and up-to-date data on every single transaction related to a client's portfolio. This sums up to thousands and thousands of transactions each month, from multiple banks all over the world. And in a myriad of different formats and languages.


    Such transaction data does not come for free. Especially when both quality and speed are paramount. At swisspartners they have previous experience in gathering the data using raw manpower. Both internally, and outsourced. But neither way provide a long-term sustainable solution. Automation is a must.

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    Automation is a must

    Electronic transaction feeds are definitely a part of the solution. Unless you are willing to limit your clients to only a few banking options, it will however not be a viable solution for all transactions anytime soon.

    This is where Next® Transaction feeder — a vital component in Next® Bank statements — fits in.

    Next® will read statements from more than 700 banks, in any language, from PDF, XML or paper, and turn it into high quality transaction data.

    Ready for validation, before it can be transferred to the PMS system.



    Enterprise archive

    All transaction documents are stored automatically and securely in the Next® Enterprise archive. Easily available from within the EXPERSOFT CRM solution, and using an encrypted connection available to staff from any swisspartners location in the world.


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    “With Next® from Nextway, we got both a platform for process automation, and a valuable partner for the future.”

    — Othmar Büeler, Head IT at swisspartners

    Man / machine collaboration

    Validation of high-value financial transactions requires deep expertise and is managed by the swisspartners Data & Processes team. To help them perform faster and better, Next® Processes is equipped with a set of complex business rules tied to each individual transaction type. An easy-touse interface, intelligent processes, and the ability to see the original transaction document, help secure both quality and efficiency. And once the transaction is transferred to the PMS, everything is available in the Enterprise archive — including a bulletproof audit log, that documents everything to the millisecond.

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      GDPR and the likes

      Wealth management is — like banking — a highly regulated industry. And just like any other business dealing with EU citizens, swisspartners must comply with the GDPR (EU’s personal data protection regulation). Without an enterprise archive, and well documented processes, such compliance requirements constitute an overwhelming and ever-growing challenge. Next® doesn’t eliminate this challenge, but surely makes it more manageable according to Kristian Bader, COO & Partner at swisspartners.



      swisspartners facts:

      Founded
      1993

      Employees
      100

      Locations
      5

      Industry
      Financial services

      Business system
      EXPERSOFT PM1

      Assets
      € 5.5 billions



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      • BoConcept
      • Emhart Glass
      • DAT-Schaub
      • Erdinger Weissbräu
      • Burger King
      • Burghaus
      • DHL
      • Folksam
      • Heidekreis Klinikum
      • Hönninger
      • Inco
      • Jansson Group
      • Mifa
      • Per Aarsleff
      • Secure Trust Bank
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