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Digital services for external asset managers
The brief
From fat client to full connectivity
Key Numbers
Web application capabilities
API services end points
DevOps Teams across 5 ARTs
Our client set out to modernize its digital offering for external asset managers. Within a multi-year program, we delivered both: a new web application for multi-client analysis and order management, and new APIs connecting portfolio management systems directly to the bank, built on the new Swiss data exchange standard “Open Wealth.” First productive release within a year, then five years of continuous build out.
The challenge
Legacy channels, growing limitation
The bank’s digital offering for external asset managers and custody clients had hit its limits: a fat client with functional gaps and a user experience that no longer met client needs, plus inadequate connectivity for larger and mid-sized managers, including no structured intraday reconciliation and no way to submit orders from their own systems.
Our approach
Ship early. Prove with users. Then build out.
We took ownership across business project management, product ownership, business engineering, training, and test management and automation inside the client’s delivery setup, coordinating 30+ DevOps teams and solution architecture across five ARTs toward shared project targets.
For eWealth, the web application, success hinged on strong UX concepts, early testing with a standing pilot client group, and a productive friends-and-family release before scaling the functional scope.
For the API channel, we represented our client in the Open Wealth API working groups with multiple custodians and PMS providers, designed data delivery and interfaces across the system landscape, and integrated self-service API management into eBanking.
The value
Efficient for asset managers. Lighter for the bank.
Functional gaps are closed. Asset managers now analyze their entire book at the bank in one place, capturing and monitoring exchange orders, block orders, account transfers, FX trades, and corporate action instructions in a single web application. Those running their own PMS connect it directly: positions and transactions reconcile automatically, orders reach the bank’s trading desk straight through, execution is monitored end to end, and transaction types are represented correctly. Relationship managers are freed from operational work to focus on clients.
The Finalix team stood out for strong business expertise, pragmatic agile delivery, and exceptional commitment.
The team
The people behind the work
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