2/20/2019 Less manual work — more bits and bytes. Process automation is the key for swisspartners’ international growth success.
With Next® in place, the Swiss wealth management firm can efficiently handle thousands of transactions each month from multiple banks around the world and feed them directly to Expersoft PM1 portfolio management system.
Future-proof. Efficient. Compliant.
You can read their story here or watch our brand new case video below.