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CB Financial Services Ltd

CBFSIdent: Customer Identification Service

CB Financial Services AG (CBFS) has developed a system for online customer identification, interaction and the conclusion of contracts using "secure video streaming" as well as ‘online identification’ via Micropayment.

YUKKA Lab

News Analyzer

Topics that drive financial markets – Get an aggregated and evaluated overview of professional financial news. YUKKA Lab‘s Newsflow Analyzer processes the rising flood of data in the financial markets and filters the most important information for the stock market.

vlot Ltd.

Dynamic life risk analysis & coverage solution

vlot helps banks to be present in their clients’ relevant life events. Individuals/families get easy access to a holistic analysis of 1st & 2nd pillar risk benefits combined with a flexible life insurance to close existing income gaps.

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Ortec Finance

OPAL Goal Based Management

OPAL is a software solution for financial institutions globally, providing goal-based financial planning models. This enables financial institutions to translate personal goals of their clients into an optimal financial plan and monitor these goals over time.

deriStrat AB

Investment Strategies Builder

Developed for professional and retail investors, it is fastest and easiest to use system for options strategies. Constructs trades, precisely fitting the investor’s risk-return profile and makes it easy for the client to understand risks and analyze their holdings performance.

Qwil Messenger

Qwil Messenger

Qwil Messenger is a single persistent chat app for everyone, allowing clients of multiple firms to safely engage with their staff representatives within a branded space, fully controlled and coordinated by each firm.

Adviscent

Interactive Advisor

Interactive Advisor is an investment and sales content and personalization hub. Its intelligent recommendation engine enables investment and sales teams to deliver content that fully matches with user profiles and preferences at any point within the client journey.

Wealthinitiative

Wealthinitiative V.3

The solution offers a (1) marketplace (creating synergies within the client base of private banks) as well as an (2) automated valuation tool giving mark-to-market price of non-finanical assets as well as a valuation history and performance.

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