Avaloq

As 2024 comes to a close, we reflect on a year of strong collaboration and milestone achievements across the #AvaloqCommunity. Thank you to all our clients, partners and colleagues for your continued trust and support throughout the year. Over the past two months, our colleagues came together to mark the end of a successful year and to celebrate the festive season. Here are some of the highlights from our year-end events at Avaloq’s locations around the world. Wishing you a happy New Year and a wonderful start to 2025 from Avaloq. #NEC_HappyHolidays2024 #HappyNewYear

As #Hanukkah begins, we extend our warmest wishes to all our clients, colleagues and partners celebrating this year. May the festive season bring light, joy, and special moments with your loved ones. Happy Hanukkah from Avaloq! #AvaloqCommunity

We wish a merry Christmas to everyone celebrating this year. May the festive season be filled with peace, joy and special moments with loved ones. Thank you to the #AvaloqCommunity for your trust, collaboration and contributions to our shared success in 2024. Your support has been invaluable, and we are truly grateful. Merry #Christmas from Avaloq. #NEC_HappyHolidays2024

Our 2024 Sustainability Report is now available. The report provides insights into our progress as a responsible business and our ongoing commitment to improving our impact on people and the environment, including: • Achieving 100% renewable energy, reducing energy use in our data centres and lowering GHG emissions from commuting and business travel • Supporting local community needs through colleague volunteering and recycling efforts • Contributing to critical humanitarian responses through our Global Support Fund, in collaboration with the Red Cross and Red Crescent Societies The report also highlights our efforts to promote fairness, trust and long-term value creation for clients, including initiatives to strengthen our supply chain and foster skills development through the Avaloq Academy. We would like to thank our colleagues for their contributions to the report, including the World Environment Day photography contest submissions featured throughout. Download the full report here: https://lnkd.in/d6XjDedT #AvaloqCommunity

We are excited to share our latest #research report, based on two comprehensive surveys of 3012 affluent to ultra-high net worth investors and 341 wealth management professionals across 11 #markets in Europe, Asia and the Middle East. This report explores key trends and challenges in wealth management, from evolving client expectations to the impact of #technology on advisory services. Covering perspectives from investors and their advisers, the report offers a comprehensive view of the factors shaping our industry today. Findings from the report include: • A global shift towards a more aggressive investment approach • Demand for fast response times, with investors expecting replies within 24 hours • Challenges wealth managers face in integrating disparate systems Download the full report to access all findings and insights from industry experts, including Venu Krishnamurthy at Aladdin Wealth™ BlackRock, Dr. Ingo Rauser from EY, Cherian Varghese from Oracle, Arlene Joan Tanjuaquio-Agustin from UnionBank of the Philippines, Roberto Baldessari from NEC Laboratories Europe and Sujai Hanchaowong from KASIKORNBANK. https://lnkd.in/dgdh2ynM #AvaloqCommunity #WealthManagement #PrivateBanking #Innovation #Investing 

Recently, Avaloq and NEC Corporation organized a joint wealth management community forum at the Swiss embassy in #Tokyo, bringing together leaders from Japan’s private banking and wealth management sector. Our chairman Tomoki Kubo, together with our regional director and head for Japan, Naoyuki Honda, were delighted to welcome the newly appointed ambassador of Switzerland to #Japan, Roger Dubach, who was the guest-of-honour to the event. We were also pleased to welcome Daiju Aoki, Regional Chief Investment Officer & Chief Japan Economist, UBS SuMi TRUST Wealth Management, who shared insights into the economic and wealth management outlook for Japan. Our guests engaged in insightful discussions about using technology to enhance wealth management and improve accessibility to various client segments. We also explored how NEC and Avaloq’s expertise and Generative AI initiatives can enhance banking operations, among other potential applications in the private banking and wealth management sector. To find out more about the key trends in Japan’s wealth management sector, read the Avaloq wealth insights 2024 report: https://lnkd.in/dgdh2ynM #WealthManagement #Japan #DigitalTransformation #Innovation #AvaloqCommunity #ClientExperience #AI

We were in #Riyadh last week for the Saudi-Swiss Fintech Forum, where Avaloq joined the Swiss fintech delegation to connect with professionals from Saudi Arabia’s vibrant financial ecosystem. Pascal Wengi, our Managing Director for Asia Pacific, the Middle East and Africa, and Akash Anand, our Regional Director and Head of the Middle East and Africa, took part in the #WealthManagement roundtable. They discussed how technology is transforming wealth management, driving innovation and enhancing client experiences, while sharing insights from Avaloq's 40 years of expertise as a leading provider of wealth management technology and services. The forum, organized by Swiss Global Enterprise and the Swiss Business Hub Middle East, highlighted the opportunities for collaboration between Swiss expertise in finance and technology and one of the world’s fastest-growing financial sectors. Thank you to everyone who contributed to the insightful discussions and made this event a success. #WealthManagement #AvaloqCommunity #DigitalTransformation #ClientExperience #Innovation #MiddleEast #AvaloqCommunity #GCC

We recently hosted the Avaloq UK Winter Golf Day 2024 at The Grove, a scenic golf course just outside #London. The event brought together the Avaloq community for a full day of friendly competition in the picturesque English countryside, with awards for the overall Stableford winner, longest drive and nearest to the pin. Our UK Sales Director William Rouse welcomed participants to the event and led the first group onto the course in the late morning. After completing the 18-hole course, the golfers enjoyed post-game drinks and dinner to round off the day. Congratulations to Jamie Forrester from Alpha FMC for winning both the overall Stableford competition and the nearest-to-the-pin challenge and to Dino Luciano from James Hambro for claiming the longest drive. Thank you to everyone who joined us and made the day a success. We look forward to hosting the Avaloq community again at our next golf event in 2025. #Events #AvaloqCommunity

In the afternoon of Avaloq Knowledge Day, we explored key developments in #technology and business trends through two focused breakout sessions. The business breakout began with Marco D'Addezio and Yushi Wang from Unblu Inc., who showcased our latest development in digital banking and fraud prevention, aimed at fostering trust and client engagement. They were followed by Konstantinos A. and Panagiotis Ntontis who presented Avaloq’s web-based Lombard lending solution, designed to reduce manual workload and accelerate loan approvals. Next, Jan-Philip Schade, PhD, CEO and co-founder of Kaspar&, joined with Manuel Breu to highlight our strategic #partnership and the seamless #integration of the Kaspar& investment app via Avaloq’s standard adapter. Jeline Marcial, Peter Häfliger and Maria Jose Fernandez-Concha Jahnsen then provided updates on the embedded #CLM for RM Workplace, showcasing its tailored interface for front-office users. Simon Hediger and Francesco Marcon Fiastri introduced the collaboration between Avaloq Derivative Partners and SIX Financial Services for an independent valuation service for structured products. Frank Becker, Chief Operating Officer, and Michael Kater from Comyno, alongside our colleagues Matthias Schindler and Arif Mohamed Ali, spoke about our joint solution for securities finance, collateral management and #SFTR reporting. Magno Vilaverde and Giovanni Lietti concluded the business breakout with a presentation on Avaloq’s standard adapter for Instimatch, a B2B marketplace helping banks optimize liquidity. The technology breakout began with Alberto Duso and Daniel Leuppi sharing updates on Avaloq’s client management capabilities and third-party #CRM integration. Following this, Andrea Rugolo and Stefano Agnoletto explained how Business Event Grid enables real-time #data streaming and faster client onboarding. Claudio Casoli and Stefan Bischof then presented our advancements in open banking and finance, including Multibanking and OpenWealth adapters. Next, Adamo Maddalena and Marcel Wassmer shared insights into Avaloq’s new output management solution and partnership with Quadient. This was followed by Giuseppe De Santis exploring the Avaloq Data Foundation solution, which enables our clients to develop advanced data analytics and AI use cases. Dimitrios T. then emphasized Avaloq’s commitment to security and compliance through the Avaloq Open Audit portal for enhanced reporting and software security. Montserrat M. wrapped up the session with Avaloq Database Automation and Integration (ADAI), designed for cost-efficient and flexible cloud integration. Thank you to all our speakers for your insightful presentations. #AvaloqCommunity #Innovation

Thank you Everest Group for naming Avaloq a Leader and Star Performer in your 2024 Wealth Management Products PEAK Matrix® Assessment. The assessment highlights our strong market presence, driven by high adoption rates, a growing client base and a robust ecosystem of fintech partners. Avaloq's positioning in the report reflects the modern, scalable architecture of our platform, along with our comprehensive private banking capabilities, including extensive APIs for seamless integration of third-party services and highly flexible solutions for full or partial outsourcing of banking operations. Kriti Gupta, Practice Director at Everest Group, said: “Focused investments in building a robust integration layer, seamless connections with third-party suppliers, and development of digital solutions have helped improve Avaloq's value proposition for wealth management clients. With a strong presence in EMEA and a growing footprint in APAC, backed by system integration partners, Avaloq has reinforced its leadership in the wealth management sector.” We also extend a special thank-you to our clients for your feedback, which is reflected in this outstanding recognition. Download the report here: https://lnkd.in/dwK2jYJV #AvaloqCommunity #Innovation #Digitalization #Technology #WealthManagement #PrivateBanking #Finance