LAUSANNE, Switzerland, Dec. 12,
2019 /PRNewswire-PRWeb/ -- Fintech provider FINARTIS SA has
added Amalgamated Investment Bank (AIB) to the community of users
of its Prospero 365 solution for wealth management and fund
administration.
FINARTIS will provide the investment bank with a highly
automated platform integrating all front-to-back processes on
multiple asset classes. The solution will allow AIB to provide
tailored services to their high net worth (HNW) clients with
advanced risk monitoring of their portfolios. Relationship Managers
will be given anytime-anywhere digital access to their clients'
portfolios via digital wealth management portal, enabling them to
discuss investment opportunities that are already suited and
agreeable for their clients.
"We chose to partner with FINARTIS after a thorough selection
process in terms of automation, user experience, and productivity
for our Treasury Sales relationship managers and investment banking
expertise. Our partnership with FINARTIS will be instrumental to
our success as we stay committed to continuous growth through
innovation," said Robert Lehmann,
President and CEO at AIB. "This partnership with FINARTIS is
strategic for us to achieve operational excellence through
automation and the application of compliance rules as well as
investment strategies at the heart of the platform. Having a true
straight-through-process will enable us to serve our customers
better and foster loyalty as we maintain to deliver integrity with
our numbers."
"FINARTIS is thrilled to have been chosen by AIB, a very dynamic
institution with bold growth ambitions. We are confident Prospero
365 is the ideal solution for them in this context. It combines the
robustness you'd expect from a core banking application with the
flexibility to automate AIB's specific workflows precisely. Our
mobile app will give AIB's salesforce a 360 view of their clients
on the road, allowing them to increase their productivity and their
level of engagement with their customers. We're looking forward to
helping AIB on their growth path," said Jean-Luc Freymond, Chairman and CEO at
FINARTIS.
About Amalgamated Investment Bank - http://www.aib.com.ph
AIB is a boutique investment banking firm committed to securing
their clients' financial future. For over 21 years, AIB has been
helping clients make sound investment decisions to grow their
wealth over time.
AIB believes that putting their clients' needs first can be done
while conforming to the highest level of ethical standards. Guided
by their approach to investment and their company values, they
measure their response to challenges and find the best way forward
for their clients' financial future.
With partnership links in various APEC and ASEAN countries for
cross-border financings and investments, AIB is organized to
provide investment banking services (including Mergers &
Acquisitions and Corporate Finance Advisory Services) with respect
to cross-border transactions. AIB's directors and professionals
have in the past executed investment banking transactions jointly
with global multinational firms such as bulge-bracket U.S.
investment banks, and have partnered as well with local investment
houses.
The AIB team of directors and professionals have in the past
arranged or participated in financing (debt, equity, hybrid equity,
and in both public and private markets) in the Philippines and in various APEC and ASEAN
countries, in areas where market intelligence, placement capacity,
and quality of execution bring significant value to meeting the
client's strategic financing objectives.
About FINARTIS - http://www.finartis.com
FINARTIS is a Swiss Fintech company helping Financial
organizations serve their customers better, leading to better
client retention and improved margins. FINARTIS's out-of-the-box
digitally enhanced investment management solutions can be
implemented fast. They help improve front office productivity to
bring more value-added services to clients while reducing operating
costs through intelligent, automated straight-through-processes.
FINARTIS's main product, Prospero, is an integrated suite of
financial applications dedicated to Wealth Management and Fund
Management.
SOURCE FINARTIS