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
business users need quality data in their decision-making processes
Data is the result of our operational processes: it highlights our strengths and weaknesses. We shouldn’t expect data to be perfect – it probably never will be – but we should pay particular attention to key data that has a major impact on the organization. A data culture cannot be improvised; it has to be built up over time, and requires a strong impetus from the management teams.
Real Estate considerably reduce the time needed to set up a BI platform by using our solutions.
We are constantly developing our solutions. The 2021 edition, the 5th major version, is based on the best technological components on the market, enabling rapid deployment of pragmatic solutions.
operational teams say they are capable of producing the right results on time
Accessibility to data is a real issue. Users are constantly being asked to produce new reports and to contribute their expertise. They need to be able to produce analyses based on reliable, secure and compliant data. A global, shared repository considerably reduces this risk: each consumer plays an active role in improving the quality of his or her data, and therefore of the community as a whole.
people who use storytelling say they are able to back up their statements with factual data
The storytelling functions allow you to support your message with tangible visuals and factual data. Audience buy-in is built on trust and agreed data. The use of dynamic applications, coupled with powerful storytelling functions, means that any questions can be answered instantly.
The applications linked to the effective management rate allow you to calculate the real effective management rate on the basis of your statements. This can take account of major works, renovations, vouchers, etc.
Managing your rental situation involves analysing all the key elements of your organisation: owners, groups of owners, buildings, properties, vacancies, tenants, leases, etc. All this data forms part of the common data repository.
Applications dedicated to property owners provide visibility and transparency for your mandates. They are designed for your owners and integrate seamlessly into your infrastructure: website, tablets and smartphones.
Good visibility of your operational teams helps to support the transformation of your business. The data is factual and accessible to the right people at the right time.
The applications linked to the effective management rate allow you to calculate the real effective management rate on the basis of your statements. This can take account of major works, renovations, vouchers, etc.
Managing your rental situation involves analysing all the key elements of your organisation: owners, groups of owners, buildings, properties, vacancies, tenants, leases, etc. All this data forms part of the common data repository.
Applications dedicated to property owners provide visibility and transparency for your mandates. They are designed for your owners and integrate seamlessly into your infrastructure: website, tablets and smartphones.
Good visibility of your operational teams helps to support the transformation of your business. The data is factual and accessible to the right people at the right time.
Ready-to-use applications in self-service mode, reference analytical models and ad-hoc dashboard design tools to facilitate and accelerate adoption.
Starting from scratch isn’t easy, but existing applications can help you get to grips with the data and quickly move into an operational context that makes sense. Embedded technology allows you to customise applications and adapt the user experience to your many needs. You’re in complete control and can quickly create your own applications, in complete autonomy.
Since 2012, the Integraal Real Estate Engine has established itself as the benchmark data hub designed specifically to meet the complex and specific needs of the banking sector. Based on Qlik-Talend technology, it offers complete industrialisation of data management processes, guaranteeing unrivalled efficiency and accuracy.
Integraal Real Estate Engine is distinguished by its multi-layered architecture:
Thanks to its generic data model, it ensures a coherent and consistent structure, regardless of the different data sources. What’s more, the engine is compatible with the DBMS of your choice, and can be deployed on-premise, in the cloud, or in hybrid mode, offering total flexibility.
At the heart of Integraal Real Estate Engine is the Data Quality Engine, a powerful tool that applies over 700 technical and functional rules to ensure data consistency and relevance. Users can also define their own specific rules, ensuring that checks are carried out at the right time, with results stored in the HUB for effective management via dashboards, alerts and dynamic reports.
The engine also integrates proven business processes to enrich your data with complementary calculations.
