Are you satisfying the sophisticated requirements of HNWIs and UHNWIs?
Private banks have largely met the needs of HNWIs and UHNWIs for exclusive, sophisticated investment options, yet face another challenge: MiFID and FIDLEG impose new risk transparency requirements and challenging parameters which impede the advisory process in terms of quality and time.

To resolve this dilemma, swissQuant Group has developed a system for the automated transferal of the investment management service. The system considers all risk parameters, while providing intelligent decision making support to the client advisor.

Margin preservation through cost efficiency and client protection.
Complying with legal regulations will result in higher cost of sales for private banks, which in turn will impact profitability. The integration of the swissQuant/SIX impaQt risk system reduces costs by automating cost-intensive processes. The system also allows mobile devices to be used during the client advisory process, thus eliminating all need for client data to leave the bank.