PROFILE and AiM Services partner at the 17th JSB-Unicore Banking Conference in Geneva to present their new joined offerings
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You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
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HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
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.
HOW TO SUBSCRIBE
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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Please click here for more information on Premium features or contact us.
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PROFILE and AiM Services partner at the 17th JSB-Unicore Banking Conference in Geneva to present their new joined offerings
PROFILE Software, an award-winning financial solutions provider, and AiM Services, a leading IT Company in French Speaking Switzerland announced today their joined partnership and sponsorship of the 17th JSB Unicore (Journée Solutions Bancaires) on May 7th, 2015, taking place at the Bâtiment des Forces Motrices (BFM) in Geneva, Switzerland. The “Journée Solutions Bancaires” is established as the annual industry event for the banking and IT communities, for hundreds of Banking professionals. Following the successful partnership over the past year, resulting to a joint client agreement, PROFILE and AiM services, a FINMA compliant company, participate in the 17th JSB at stand n.6 presenting their offering to the Swiss Financial market. A short presentation at the “cercle de rencontres” (CDR 1 at 12:00) entitled “The new technology wave at the service of IAMs and Private Banks”, will provide insights of the new solutions available by PROFILE and AiM Services that among others, will include the new developments in Mobius Wealth, the vendor-independent mobile wealth management application by PROFILE, and the infrastructure available by AiM Services as well as PROFILE’s new cloud-based platform available to IAMs and Private Banks which is fully supported by AiM services, compliant to the local security and regulations. The companies’ solutions have been enriched with new features while their collaborative and innovative approach to ease wealth management operations utilizing the cloud technology (private cloud), enable financial services institutions to better manage their operations, connect to any custodian bank and perform their portfolio management over a secure environment.
Please follow this link for more: http://www.unicore.ch/Programme