Lausanne, Switzerland, 15 November 2019 \u2013 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.<\/p>\n
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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\u2019 portfolios via digital wealth management portal, enabling them to discuss investment opportunities that are already suited and agreeable for their clients.<\/p>\n
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\u201cWe 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.\u201d said Robert Lehmann<\/strong>, <\/em>President and CEO at AIB. \u201cThis 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. <\/em><\/p>\n <\/em><\/p>\n \u201cFINARTIS 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\u2019d expect from a core banking application with the flexibility to automate AIB\u2019s specific workflows precisely. Our mobile app will give AIB\u2019s 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\u2019re looking forward to helping AIB on their growth path.,\u201d said Jean-Luc Freymond<\/strong>, Chairman and CEO at FINARTIS.<\/em><\/p>\n <\/p>\n About Amalgamated Investment Bank – <\/strong>www.aib.com.ph<\/strong><\/a><\/p>\n <\/strong><\/p>\n AIB <\/strong>is a boutique investment banking firm committed to securing their clients\u2019 financial future. For over 21 years, AIB has been helping clients make sound investment decisions to grow their wealth over time.<\/p>\n <\/strong><\/p>\n AIB <\/strong>believes that putting their clients\u2019 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\u2019 financial future.<\/p>\n <\/p>\n 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\u2019s 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.<\/p>\n <\/p>\n 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\u2019s strategic financing objectives.<\/p>\n <\/p>\n