With this new offering, private banks and wealth managers benefit from an ideal combination between New Access Banker’s Front, a digital front-end solution supporting a full client lifecycle management (CLM) including client on-boarding and advisory processes which offer a superior digital experience to relationship managers and their clients and swissQuant’s ImpaQt solution, an advanced risk engine and a portfolio construction solution.
The unique UI/UX design of the New Access solution is powered by swissQuant’s expertise in risk and portfolio optimization and offers a truly digital experience to wealth managers along the advisory journey starting with a client centric approach and ensuring an automated and compliant portfolio construction and monitoring process.
The joint platform allows banks to provide highly individualized services towards their end clients on a global scale and across the different segments (affluent, HNWI, UHNWI). Client specific preferences and needs ranging from standard restrictions on allocations or sectors to ESG preferences and tailor-made strategies can be easily integrated in the investment process.
The platform’s first client has been successfully onboarded, and further clients are currently in the process of being integrated.
Vitus Rotzer, New Access CEO comments: “The advanced combination of a superior digital experience and unmatched analytical tools offers our clients a key competitive advantage. We are delighted to partner with swissQuant in this respect and to integrate their solution as an added-value for our investment proposal process and solution in general”.
Dr. Holger Greif, COO of swissQuant Group, adds, “Our core capabilities in risk, optimization and AI will enhance the personalization and perceptive interaction with the Bank’s end-client, and provide banks with powerful and timely decision-making tools from the Relationship Manager up to the CIO“, while Mohamed Louizi, Head Private Banking Technologies is convinced that “the cooperation with New Access delivers to the market a highly flexible and scalable opportunity for banks to become market leaders”.
About swissQuant Group
swissQuant Group has been delivering smart digital innovation using award-winning, market-proven wealth management solutions to its clients for over 15 years. Our plug and play solutions allow clients to optimally shape their core business by streamlining processes, exposing growth opportunities and avoiding unnecessary risk. Our focus on the core and long-term needs of our clients, makes us the partner of choice for local and international financial and industrial clients around the world, including many global Fortune 500 companies.
About New Access
New Access is a leading provider of a scalable and modular Core-to-Digital solution suite designed to meet the specific requirements of the Private Banking and Wealth Management industries. New Access enables digital transformation and improves client’s satisfaction with our digital front-end solution, including an advisor cockpit, client life cycle management (CLM) and a client/EAM portal. New Access operates since 20 years exclusively in the private banking and wealth management sectors, supporting more than 55 customers, globally.
Read also the press release (finews.ch; 22.10.20202): here (in German)