PROFILE Software hosts its annual event for Private Banks and IAMs in Geneva addressed by well-known speaker Mr. Dominique Habegger
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The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
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To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
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The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
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PROFILE Software, a leading financial solutions provider, following the success of its previous event for Private Banks and IAMs is hosting an informative afternoon presentation organized by its Swiss arm PROFILE Systems and Software Suisse S.A. The event, presenting a case study for a Swiss Private Bank, will be held on Thursday, February 13th at the Swissotel Metropole hotel in Geneva and will be addressed by Mr. Dominique Habegger, a distinguished industry figure. Entitled “IT, Finance, Sustainability: how do these become a modern day reality for Private Bankers and IAMs” the presentation aims at engaging Swiss financial services industry professionals in an interactive discussion on how modern technology tools, such as mobile and web, can provide a competitive edge and create a paperless office that contributes to sustainability and addresses environmental concerns while driving profitability. Focusing on the tangible benefits of adopting mobile and web technologies to provide compelling client service, drive growth without adding to headcounts and adapting to an increasingly demanding regulatory environment, PROFILE will present a case study involving a Swiss Private Bank where eBanking and mobile applications are being implemented. Mr. Christian Marchand of PROFILE Software Suisse will present the reasons to go for “Green IT Banking” and Dr. Michael Bakouris, COO at PROFILE Software, will make the case for the adoption of new technologies to face the adversities of a challenging new business environment. PROFILE Software is especially pleased to be honored by the presence of our keynote speaker Mr. Dominique Habegger, Head of Institutional Asset Management at De Pury Pictet Turrettini & Cie, former co-founder of Asset4 (Thomson Reuters). His presentation “Responsible Investments 2.0” will explore the topic of ethical and responsible investments and how these can actually benefit the competitiveness of financial institutions.
The event is addressed to executives who want to experience a fresh approach to asset management and private banking operations, discuss the current trends for the sector with other industry professionals and explore exciting new approaches to putting in place technologies which will support and drive their business whilst tackling environmental concerns.
Following the proceedings of the presentations a cocktail reception will take place. You can register for the event by following this link http://www.profilesw.com/Generic/Events/Event_Geneva.aspx?sflang=en.