SMART for Wealth Management 3.1 (ex Solutions for Finance) | Accurate and transparent monitoring of activities for a successful banking transformation
SMART for Wealth Management is an innovative IT solution that enables bank managers to monitoring activities and understand the profitability of the various activities at all times to support the banking transformation.
Having a synthetic view, focused on the essential information, is essential for steering the transformation process of financial institutions. “Today, transformation must go much faster than in the past, with almost immediate follow-up,” emphasizes Cédric Aeberli, CEO of Integraal Partners, the owner of Solutions for Finance 3.1.
Managers need to know whether the reorientations launched meet new customer requirements and whether they satisfy internal criteria, in order to decide whether they are worth pursuing. They need to be able to find the answers to their questions immediately themselves, without being forced to turn to internal departments that can only provide the required information after a certain time lag, in a static report rather than integrated into a dynamic analysis. On the other hand, they do not want to be forced to use banking platforms themselves, whose complexity prevents easy access to the information that executives are interested in. Solutions for Finance 3.1 is the dynamic steering tool designed for banking executives that addresses the challenges of their industry.
“The data is out there, but it’s all over the place,” says Cédric Aeberli. This suite processes the data that managers need, regardless of its source, an Excel spreadsheet (very common in the banking sector) or a banking solution. “Solutions for Finance 3.1 can be integrated on all common platforms. But the sources it can exploit are much broader. A CRM system, for example, is just as much a source of data for us as information from the front or back office.
Solutions for Finance can therefore also be a sales support. It all depends on what the customer wants to do with it, what functionalities they want, and also offers the possibility of presenting the same information in several different ways, depending on the user,” insists Cédric Aeberli.
Version 3.1 significantly improves the dynamic display of results. It also meets the requirements of responsive design: whether on a desktop computer, a tablet or a smartphone, the presentation of the results allows managers to have a clear and immediate view of the situation. A figure alone is not useful: “it is the context that we give it that must be the most adapted to the client’s situation”, explains the CEO of Integraal Partners.
A light version, which Cédric Aeberli calls “starter”, allows bank managers to get an idea of the functionalities of the Solutions for Finance 3.1 suite: “We install a real application, a first dashboard close to the final solution. All customers who have installed it so far have ended up adopting the suite. But the trial version could be uninstalled without a trace if the customer made a negative decision.
This “starter” version has advantages for the customers – an overview of the possible functionalities without being intrusive – as well as for Integraal Partners: “It first allows the customer to see how this suite could look like. For our part, we can familiarise ourselves with the systems we need to integrate. In the event of adoption, there are hardly any surprises, as a large part of the integration work and adaptation to the client’s requirements has already been done and identified.”
This approach is indicative of Integraal Partners’ philosophy, which is practical, business-oriented, and wants to find answers to the questions managers ask themselves, rather than defining themselves primarily as IT people. “We need to have something simple and easy to use,” says Cédric Aeberli. While the Solutions for Finance 3.1 suite is currently used by private banks, it is equally suitable for independent managers, family offices and financial companies.
The objective is the same: to have all management under control, in order to devote maximum resources to what matters most in order to stand out, both vis-à-vis the big banks and in the face of international competition: a truly personalised service offered to clients, the expertise that makes the difference. “The transparency at all levels that is required today, and which represents the ambition of Solutions for Finance 3.1, also implies that we must be able to add value to these services and make them profitable,” concludes Cédric Aeberli.
For further information, please contact
Cédric Aeberli, CEO
M +4179 936 92 13
cedric.aeberli@integraal-solutions.ch
cedric.aeberli@integraal-solutions.ch
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SMART for Wealth Management
The decision-making platform for the new generation of private banks
A complete decision-making solution for key players in private banking and new generation asset managers.
By deploying a banking Data-HUB connected to the main banking solutions on the market, SMART for Wealth Management brings a common vision and language to the teams. Whether for the CFO, CEO, COO, Controllers, Relationship Managers, Risk, Compliance or operational teams, the indicators are shared and common. A single, universally accepted understanding to support strategy and organizational transformation: this is the challenge of a global data platform. The applications are ready to use, dynamic, interactive and enable the famous next question to be answered. Self-service BI is now a reality, allowing teams to create their own applications, visuals and analyses while taking advantage of the countless possibilities of storytelling.
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