Financial services companies
«With Vertec, we have a single platform for all financial advisory services. This enables uniform evaluations and increases the comparability of the offers.»
Reto Siegrist, Head of Financial Advisory Zurich Kantonalbank
Field of activity: Lead financial services provider in the Zurich economic area with a wide offer of financial services
Found: 1870
Employee: 5000
Challenges
Benefits
Vertec Services & CRM incl. all apps
Zurich Kantonalbank receives unanimous praise from the international rating agencies. The traditional financial institution uses Vertec software in its financial advisory department – and thus scores points in terms of transparency and efficiency.
«With vertec, we have a single platform for all financial advisory services. this enables uniform evaluations and increases the comparability of offers.»
With a balance sheet total of CHF 150 billion, Zürcher Kantonalbank is one of the biggest banks in the world. One of its strengths is its security: the Zürcher Kantonalbank is the only Swiss bank to receive the highest grade of AAA from all major rating agencies.* In 2012, the US business magazine Global Finance ranked the bank as one of the three safest banks in the world.
When it comes to internal processes, Zürcher Kantonalbank relies on tried-and-tested solutions from Zurich, despite its international reach. In one business area, the Kantonalbank uses Vertec’s service software: Zürcher Kantonalbank’s financial advisory department supports customers with questions such as financial planning, taxes, pensions and inheritance. This department has been working successfully with Vertec for years. “Vertec’s software meets our requirements perfectly,” says Reto Siegrist, Head of Financial Advisory.
«The software includes everything that is important to us – from service entry to pending management.»
Vertec’s modular solutions include standardized components, such as service entry, mandate management, invoicing and automated charging depending on the areas of taxation, inheritance or financial planning, as well as customized elements. For example, the efficient processing of standardized service products and the integrated document management – including the corresponding text modules – are central.
Furthermore, the administration of wills is valued just as much as the mediation statistics, which can be created at the touch of a button. Vertec also ensures the compatibility of the systems for the posting of income through an extension to SAP.
The high level of competence of Vertec employees is also appreciated by the Zürcher Kantonalbank: “Vertec provides fast and competent support at all times,support says Siegrist. Thanks to the knowledge base on the Vertec homepage, the Zürcher Kantonalbank can even make many adjustments itself. Vertec also has a very good price/performance ratio compared to competing products, says banker Siegrist.
* As of September 2013
