Bergos is an independent Swiss Private Bank specialised in wealth management, offering investment solutions in all liquid and non-liquid asset classes. The bank focuses on asset management and advisory, offering services beyond money such as Art Consult and Multi-Family Office Services. Active in the Swiss financial centre for more than 30 years, it operates internationally with more than 100 professionals dedicated to the company’s success. Bergos has been recently awarded the highest distinction “summa cum laude” in the renowned “Elite of Asset Managers” competition in Munich.
After a comprehensive review of various vendors, Bergos decided to rely on New Access solutions to support its digital transformation and enhance its functional capabilities. The Swiss private bank decided to modernise its existing systems by choosing a fully integrated platform that is consistently focused on the digitalisation of its processes. The new platform will include the full range of core-to-digital solutions offered by New Access.
“We are very proud to have been chosen by Bergos to support its digital transformation with our complete core-to-digital solution suite. The full New Access solution will help Bergos streamline its processes and optimise the application landscape with a completely integrated suite. It is a significant project that our teams are ready to start, and we are very grateful for the trust Bergos is placing in us” says Vincent Jeunet, CEO of New Access.
This strategic transformation will strengthen Bergos' Core capabilities, allowing the Swiss Private Bank to enhance its automation and standardisation processes, operate from a single integrated and centralised platform, and ultimately improve digital interactions with relationship managers and end-user clients.
“The digital transformation is bringing formidable possibilities and disruptive changes to the banking sector. As a Private Bank dedicated to Human Private Banking, we are focused on delivering the best possible services, accompanied by seamless processes, for our clients. The collaboration with New Access will broaden our options in the digital realm and enhance the digital experience of Bergos for both our clients and our team. We are looking forward to working together!” says Dr. Peter Raskin, CEO and Partner of Bergos.
In addition to the fully comprehensive solution suite, Bergos has subscribed to New Access’ Managed Services to operate, monitor, and manage the global platform.
The first milestone will be reached in 2022 and will form the basis of this collaboration.