Introduction Switzerland remains one of the worlds’ most successful private banking markets. However, continued growth will be based around the ability to deliver on customer demands around product innovation, flexibility and time-to-market. How should IT align with the overall business, and what is best practice to support these requirements?
Scope Analysis of the mid-tier Swiss private banking market based on end-user research with leading private banks
Analysis of IT requirements across the front and back office
Report Highlights Advisor support tools must integrate and work with back office systems to provide full understanding of the customer for all products / portfolios and drive the execution process
Business processes should be constructed around optimum workflows that provide speed and accuracy, improved customer service and enhanced operational efficiency
Reporting must enhance the customer relationship - flexibility and customization (e.g. for family office) is key, but the reporting process should be automated to focus analyst time on adding value
Reasons to Purchase Unique end-user research opinion with mid-tier Swiss private banking sector
Analysis of best practice in across both business and IT strategies
