Abstract
Overview
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
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