Over the last couple of years, innovation in the structured products markets has predominantly evolved around the issuer side concentrating on new digital tools and platforms which automate and streamline back-office processes. Such tools / platforms allow optimized pricing for structured products, increased automation, reduced costs and ultimately enable lower ticket sizes for customized structured products.
This evolution opens the opportunity for wealth managers to serve a larger client segment by offering a tailored solution for each and every client. The missing piece that our experts added to the digitized value chain is an intelligent algorithm which can design structured products based on client-specific data, such as client risk profile, portfolio allocations, investment view, preferences, and restrictions.
This scalable and intelligent technology is vital for unlocking the next level of growth in the structured products market, both in terms of market size and service quality due to massive efficiency gains through a holistic automation as only suitable products are proposed. In addition to the formalized client preferences DeriRobo makes use of sophisticated artificial intelligence to unlock hidden client preferences allowing a highly personalized and immersive investment journey for the client.
About swissQuant Group
swissQuant Group is an independent business solutions provider using intelligent technology to help the financial industry take control of their future. Driven by its best-in-class risk engine, one of the most refined optimization engines available and a built-in orchestration engine, its Wealth Management Platform is one of the first to fully integrate ESG systematically throughout the entire portfolio management and client advisory process.
Based in Zurich, swissQuant Group partners with leading financial institutions across the globe to pioneer and deliver the digital advantage that matters. Major clearing houses, exchanges, central banks and large investment banks rely on its real-time risk engine and years of methodology experience to identify and anticipate market risk. Asset and portfolio managers rely on its Wealth Management Platform to gain the transparency needed to unlock value and drive strategic portfolio growth.
The company’s emphasis on next generation innovation and AI research-based solutions combined with the experience gathered over the past 15 years, makes swissQuant the partner of choice for local and international organizations, including a growing number of global Fortune 500 companies.
