Limmatstrasse 107, 8005 Zurich, Switzerland
New technologies, new regulatory requirements and new customer demands constantly present banks with new challenges
We combine banking expertise with software competence and are therefore the perfect partner for digitisation projects.
We support financial institutions "end-to-end" in their digitization strategy: from evaluation to project completion. To do this, we combine our in-depth technical expertise in the financial industry with software development competence.
The increased customer expectations, changes in customer behaviour and the increasing digitalisation of the investment value chain require new ways to distribute investment content. With aSpark, the very critical part of the investment communication in the investment value chain can be automated and further industrialized....
The tax reporting solution "Client Tax Reporting" is the only solution on the market that is fully integrated into the Avaloq core banking platform. Thanks to its integration with Avaloq, the Client Tax Reporting solution is unique in terms of usability, quality, features and audit trail. Confinale's close cooperation with PwC enables......
Most of the required data that compliance staff need is available in the core banking system Avaloq, but there is no standardised way to retrieve this data in a consolidated and efficient manner, nor are there any uniform processes. Compliance Client View (CCV) is the solution for the digitalisation and standardisation......
Confinale is Avaloq's Premium Implementation Partner. Tailor-made IT projects are either implemented 'end-to-end' or supports customers in certain areas of a project. According to their needs Business and IT combined The combination of well-founded technical and IT know-how under one roof characterises Confinale's IT consulting approach. The focus lies on solutions and products for......
Continuously updated, the product fulfils all requirements according to the latest specification of the Swiss Federal Tax Administration FTA: "FATCA Information Delivery - Technical Specification and User Guide"....
Since January 1, 2020, the Swiss Money Laundering Reporting Office (MROS) only accepts electronic reports via the goAML system. Confinale has developed a fully integrated goAML reporting solution in Avaloq. Money Laundering Reporting offers the maximum possible degree of automation and a user-friendly and clearly structured user-interface. The tool is a fully......
reclaimer® is a user-friendly web-application that manages and optimises the entire process for withholding tax relief at source and reclaim: from data import and validation, to data enrichment, reclaim/relief calculation, document production, and cash allocation. Increased after-tax return Withholding taxes on dividends and interest income reduces return on investment; reclaiming them, where......
Consulting, conception & architecture As a first step, existing business processes are analyzed and the process steps are optimized together with the customer. Digitalisation often enables such processes to be carried out more efficiently and cost-effectively. Design, prototyping & development In the design and development phase, a customers requirements are implemented accordingly. Thanks......