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Integraal Partners

Elevate your business to new heights with us, your trusted business partner in digitalization, where we succeed by helping you succeed.
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Integraal Partners

About us

As a member of the fast-growing Integraal Group, Integraal Partners is on a mission to tailor high-value solutions to help you focus on what really matters by bringing together a network of banking expertise and digital competencies.

With our solutions, you gain access to precise information, ensuring seamless, effortless, and efficient business operations. You will transform and elevate your business with our leading engine, ready to use analytics and digital solutions.

Integraal Group

Key facts

90 +

connected professionals

with deep financial sector expertise located in Switzerland

15 +

Years of experience

with locations in Zurich, Geneva, and Lausanne

200 +

Projects delivered

to banks and financial institutions

Integraal for banking

Elevate your enterprise by refining the experiences of customers, employees, and partners, all while advancing your analytical process—embracing artificial intelligence—centered around your principal banking solution. In an era where data proliferates, the paramount challenge lies in its quality. The intricacies of banking, particularly Wealth Management, demand a proactive, efficient, and pragmatic approach.

DIGITAL BANKING SOLUTIONS

Prominent private banks and financial institutions rely on Integraal Partners solutions to propel their operations, bolster their strategic endeavors, and navigate the digital evolution of their banking business.

Customer
Advisors
Operations
Excellence
Profitability
Management
Management
Summary
Financial
Budget & Scorecard
AML
Controls

Customer Advisors

Supporting the sales teams as well as the management teams in monitoring their objectives.

  • Equipement, Client Collect, Client Package, etc.
  • Cash, Savings, Loans, Credits, etc.
  • E-Banking, Mobile Banking, Credit Cards, etc.
  • Client Acquisition vs Churn
  • Product penetration rate
  • Budget & targets
  • Scoring & Notation (vs Corporate Benchmark)
  • Organisation drill down : Group, Entity, BU, Desks, RM, EAM, etc.

Operations Excellence

Support the operational teams in monitoring their objectives and operational excellence.

  • Client Collect, Client Equipement,
  • Transfers Reasons & Details
  • E-Banking, Mobile Banking, Credit Cards, etc.
  • Document Pending
  • Scoring & Notation (vs Corporate Benchmark)
  • Organisation drill down : Group, Entity, BU, Desks, RM, EAM, etc.

Profitability Management

Profitability management is based on the analysis of accounting and analytical transactions: recurring revenues, non-recurring revenues, direct and indirect costs are automatically broken down in a flexible and dynamic analytical model.

  • Recurring & non-recurring revenues
  • Direct & indirect costs (cost allocation)
  • RoA & CoA (Cost over Assets), gross, net, etc.
  • Cost allocation engine (distribution rules)
  • Accruals
  • Recognition (recognition of income and/or costs over several people)
  • Budgets & targets
  • Organisation drill down : Group, Entity, BU, Advisor, etc.

Management Summary

To provide management teams with a comprehensive view of the business, trends, risks and objectives.

  • Performance indicators
  • Budget and target management
  • Scoring & Notation (vs Corporate Benchmark)
  • New Business (Client Acquisition vs Churn)
  • Equipment, e-Banking, mobile Banking, etc.
  • Organisation drill down : Group, Entity, BU, Desks, RM, EAM, etc.

Financial Budget & Scorecard

Enable accurate monitoring of Budgets, Objectives and Scoring at all levels of the organisation.

  • Budget and target management
  • Monthly budget management
  • Scoring allows you to assign a score from 0 to 5 on any indicator
  • Scoring is calculated dynamically at the organisation level (benchmark)
  • Organisation drill down : Group, Entity, BU, Desks, RM, EAM, etc.

AML Controls

Enable Compliance teams to facilitate the management and monitoring of their regular audits.

  • First contribution vs. KYC, Large movements, Transit account
  • Cash movements, qualified tax offences, rules of conduct, etc.
  • History and log of controls (archiving and traceability)
  • Controls raise alerts (eMails, SMS, reports, push mode, etc.)
  • The controls are integrated into dashboards for the business lines
  • Organisation drill down : Group, Entity, BU, Desks, RM, EAM, etc.

Customer Advisors

Supporting the sales teams as well as the management teams in monitoring their objectives.

  • Equipement, Client Collect, Client Package, etc.
  • Cash, Savings, Loans, Credits, etc.
  • E-Banking, Mobile Banking, Credit Cards, etc.
  • Client Acquisition vs Churn
  • Product penetration rate
  • Budget & targets
  • Scoring & Notation (vs Corporate Benchmark)
  • Organisation drill down : Group, Entity, BU, Desks, RM, EAM, etc.

Operations Excellence

Support the operational teams in monitoring their objectives and operational excellence.

  • Client Collect, Client Equipement,
  • Transfers Reasons & Details
  • E-Banking, Mobile Banking, Credit Cards, etc.
  • Document Pending
  • Scoring & Notation (vs Corporate Benchmark)
  • Organisation drill down : Group, Entity, BU, Desks, RM, EAM, etc.

Profitability Management

Profitability management is based on the analysis of accounting and analytical transactions: recurring revenues, non-recurring revenues, direct and indirect costs are automatically broken down in a flexible and dynamic analytical model.

  • Recurring & non-recurring revenues
  • Direct & indirect costs (cost allocation)
  • RoA & CoA (Cost over Assets), gross, net, etc.
  • Cost allocation engine (distribution rules)
  • Accruals
  • Recognition (recognition of income and/or costs over several people)
  • Budgets & targets
  • Organisation drill down : Group, Entity, BU, Advisor, etc.

Management Summary

To provide management teams with a comprehensive view of the business, trends, risks and objectives.

  • Performance indicators
  • Budget and target management
  • Scoring & Notation (vs Corporate Benchmark)
  • New Business (Client Acquisition vs Churn)
  • Equipment, e-Banking, mobile Banking, etc.
  • Organisation drill down : Group, Entity, BU, Desks, RM, EAM, etc.

Financial Budget & Scorecard

Enable accurate monitoring of Budgets, Objectives and Scoring at all levels of the organisation.

  • Budget and target management
  • Monthly budget management
  • Scoring allows you to assign a score from 0 to 5 on any indicator
  • Scoring is calculated dynamically at the organisation level (benchmark)
  • Organisation drill down : Group, Entity, BU, Desks, RM, EAM, etc.

AML Controls

Enable Compliance teams to facilitate the management and monitoring of their regular audits.

  • First contribution vs. KYC, Large movements, Transit account
  • Cash movements, qualified tax offences, rules of conduct, etc.
  • History and log of controls (archiving and traceability)
  • Controls raise alerts (eMails, SMS, reports, push mode, etc.)
  • The controls are integrated into dashboards for the business lines
  • Organisation drill down : Group, Entity, BU, Desks, RM, EAM, etc.
Références
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