We bring clarity, ownership and momentum to complex transformation.
Turning
complexity
into action.
The facts
Measured in numbers, proven through delivery
projects delivered across financial services clients.
years of hands-on transformation experience.
Real challenges. Lasting impact.
We work alongside our clients as partners, not just advisors, solving complex challenges and turning ambitious ideas into measurable, lasting outcomes. See what that looks like in practice.
Clients
01 Salesforce in Banking
Case study
01
Salesforce in Banking
Launched fast, close to standard, built to scale.
A wealth manager moved from outsourced core banking to its own booking center and needed a new Client Lifecycle Management platform, aligned to Salesforce standard, with no Salesforce-Avaloq integration pattern to build on. We embedded in our client’s team and delivered a fully integrated CLM platform for the first business unit in 9 months and trained the teams to run and evolve it. Built to fit other jurisdictions from the start, the platform then scaled to further business units.
Key Numbers
months to go-live
business processes
custom objects
02 AI supported KYC Engine
Case study
02
AI supported KYC Engine
Leaner process, faster turnaround, higher quality.
Onboarding and KYC, including source of wealth verification, have grown more complex across client types and asset classes, as regulators demand more transparency and traceability while client data keeps growing. We help clients redesign their client lifecycle and deliver a solution that integrates with their existing environment, avoiding a rip and replace transformation.
Key Numbers
RM efficiency gain
efficient RM and compliance comms
of client data reviewed
03 Digital services for external asset managers
Case study
03
Digital services for external asset managers
From fat client to full connectivity.
Our client’s digital offering for external asset managers had reached its limits: a legacy fat client application carried functional gaps and breaks in straight through processing. We took ownership across the client’s setup, coordinating over 30 DevOps teams and five ARTs, shipping a first release within a year. The result: asset managers run their entire book in one web application, portfolio management systems connect directly with automated reconciliation and straight through order execution, and the platform keeps growing, release after release.
Key Numbers
Web application capabilities
API services end points
DevOps Teams across 5 ARTs
Challenges
Most organisations don’t struggle to define change. They struggle to deliver it.
Execution
stalls
Strategy exists, but delivery lags behind.
Ownership
fades
Competing interests blur the lines of accountability.
Business and IT
don't connect
Experts are in place, but the gap between functions stays open.
Pressure keeps
building
Deadlines are fixed. Complexity isn't.
“Finalix integrated seamlessly into our team and drove delivery when it mattered most.”
"When our project had lost momentum, Finalix brought clarity, direction, and delivered results in record time."
The Finalix team stood out for strong business expertise, pragmatic agile delivery, and exceptional commitment.
Feature news
Where we show up and what we think
On 23 March 2023 Finalix hosted its first roundtable in a Client Lifecycle Management and Anti-Money Laundering (AML) context. Participants from across the banking industry in Switzerland contributed to a lively discussion and were asking each other how much automation could be achieved in the process of client onboarding/maintenance while mitigating AML risks. Let us […]
