Wealth Management Dashboard Solution
Based on existing Avaloq, OLYMPIC Banking System and ad-hoc banking connectors, creation of a reference Data-HUB of a private bank’s data: complete structure of the organisation, customers, portfolios, commercial relationships, positions, transactions, accounting and analytical movements. Implementation of corporate and collaborative dashboards using Qlik Sense tools. The data dictionary is accessible on a self-service basis for the creation of ad-hoc solutions (BI self-service) directly by business teams.
Real Estate Data HUB
Development of standard connectors based on the main property management ERPs to supply a Data-HUB with reference data: Ofiger, AbaImmo and Quorum. The Data Hub is used to provide a single, common definition of the data required for the operational and strategic management of a property management company. The visualisation tools (PowerBI, Tableau, Qlik, Suadeo, etc.) are based on this Data-HUB to share the same definition and business understanding of the data. Implementation of corporate and collaborative dashboards using Qlik tools. The data dictionary is accessible as a self-service tool for the creation of ad-hoc solutions (self BI) directly by business teams.
Analytical platform for next generation Fiduciary
Industrialisation of a generic Data-HUB to process all the reference data for a modern, scalable trust company: customers, accounting operations, human resources management, salaries, management of activity reports (time-sheet), management of budgets and forecasts, etc. Dozens of interactive, dynamic dashboards, developed by integrating Qlik tools; available to internal operational teams, top management and end customers.
Cashflow simulation and management tool
Development, during the COVID-19 crisis, of a SaaS solution hosted in Switzerland enabling the creation of scenarios to measure the impact on results and cash flow. This solution is aimed at all SMEs with a rapid need for visibility over their cash flow.
Development of banking ERP data connectors
Development of standard banking connectors to feed reference data into an existing Data-HUB: Avaloq ASSL, OLYMPIC Banking System, Allocare AMS & Equalizer.
Management and financial control platform for a Law Firm
Implementation of a generic Data-HUB to process all the reference data for a multi-disciplinary law firm: management of clients and their mandates, human resources management, salaries and bonuses, cost allocation, management of activity reports (time-sheet), management of budgets and forecasts, etc… Dozens of interactive, dynamic dashboards, developed by integrating Qlik tools; available for management control, finance, internal operational teams and top management.
What they say about us
I worked with Cedric Aeberli and his team to develop the interface and the MIS tool based on Avaloq ASSL, they were very responsive and always present over the years to help us improve our QlikView dashboards and accompany us throughout the project.
Marie Françoise Manana
Senior Accountant, Alpian
We have been working with the Integraal Partners team for many years, and we particularly appreciate their responsiveness and availability.
The SMART for Real Estate decision-making platform, which deployed early 2021, gives us a better analytical vision of our business.
With the help of the Integraal Partners team, who are always ready to listen to our needs, we can create and consult dashboards quickly and easily. This data makes our day-to-day work much easier and also allows us to provide a better service to our clients and improve our internal controls and monitoring.
Stefanie Sidler
Managing Director, Bory & Cie Agence Immobilière SA
I first met Cedric Aeberli when I was working for Banque SYZ and we were looking for a steering/MIS tool. We did some market research and identified Integraal Partners. It took me about 30 seconds to recognise the value of their expertise and the power of the tools. As I often say, if I were running a bank, I would have Integraal installed before I arrived and I would be able to understand the strengths and weaknesses of the organisation from day one.
Philip Biber
Partner, Sionic
We have been working with Integraal since 2015. We first worked together to implement a consolidated MIS reporting solution for our various entities in the Private Banking business line. This dashboard has become an indispensable steering tool for management and the front office in order to monitor the Bank’s profitability and the performance of our private bankers. Then, thanks to the Framework, we were able to develop other dashboards with Integraal in different contexts to meet the bank’s other needs: the MIS product, which gives us a more detailed view of the bank’s activity at the transactional and client level; a dashboard specific to our Investment department, which provides them with a tool for monitoring their activity, in particular to check that the portfolios are correctly invested according to the allocation models and investment strategies; and also a Compliance dashboard which generates alerts in the AML context. Integraal therefore allows us to meet multiple needs in different areas, with simplicity and efficiency.
We have been using the tools of Integraal Partners SA since 2016. The growth of our activities and the need to have a global analytical vision to support our strategic decisions led us to look for a Management Information System solution. After a review of the various software and service providers available on the market, it became clear that Integraal Partners met our requirements, including the promise of working with a competent team that listened to our needs. SMART for Wealth Management has become our real dashboard, which we have named internally “NS Cockpit”, and I dare say we couldn’t live without it.
Amélie Janssens de Bisthoven
Head of Business Intelligence, NS Partners SA
We were pleased to implement the SMART for Wealth Management solution, which measures the monthly activity and profitability of Relationship Managers. Profitability includes the measurement of the direct cost of the sales teams (full salary of the FO, cost of assistants, travel, telephone, IT, etc.). Good measurement improves the dialogue between sales people and management and provides the basis for decisions on the choice of an appropriate sales channel (visit, AI, e-marketing, use of EAM). The responsiveness of the Integraal teams and the high level of business analysts enabled us to rapidly deploy dashboards drawing on Avaloq data.
Eric Berling
Head of Finance and Accounting, S.P. Hinduja Banque Privée
When I was CEO of Arab Bank in Geneva, we collaborated with Cédric Aeberli and his teams in the implementation of the SMART for Wealth Management and Avaloq solution. We were perfectly satisfied. Cédric is a reliable person who delivers what he promises.
Nicolas Chikhani
Banker, CEO, Board Member & Investor
We have been working with Integraal Partners since the beginning of 2020 and I would recommend them to anyone who wants a solid and reliable foundation for creating effective dashboards. They listened to my needs, advised me, created a suitable database and then trained me so that I could use the system independently. To date, I have been able to develop about ten Dashboards and in case of specific questions, they have been very reactive to help me! These dashboards have clearly helped me to improve my monitoring, my internal control and the service we provide to our clients.
Jérôme Chincarini
co-CEO, Synergix SA, new generation fiduciary
