We are wealth’s growth platform

Axa

Digitizing manual processes

AXA is Switzerland’s leading insurance provider offering personal, property, liability and customized life insurance and pension…

• Insurance
• Investor Onboarding

Investec

Seamless onboarding with improved compliance

Investec Bank Switzerland considers the client services department important in differentiating its offering. Happy and…

• Private Banking & Family Office
• Investor Onboarding

LGT

Harmonizing client onboarding processes globally

Offering clients optimal advice and support is a top priority for LGT. Since its founding, LGT has grown from a small regional…

• Private Banking & Family Office
• Investor Onboarding

Pictet & Cie

Accelerating the digital roadmap

Founded in 1805, Pictet is a multinational private bank and asset manager which builds responsible partnerships with its…

• Asset Management
• Private Banking & Family Office
• Investor Onboarding

UBS Switzerland

Attracting new clients with a slick digital experience

UBS (formerly Credit Suisse) recognized that client needs and financial interests were diversifying quickly, and that…

• Self Directed
• Investor Onboarding