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DirectoryFinance & InsuranceFinancial ServicesZurichassetica AG
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assetica AG

Summary

About the company

The company's core activity is the provision of services in the areas of asset management, wealth management, sourcing and core banking, particularly through business engineering and project management. The services include the analysis, conception and implementation of strategies and changes in these areas, with a focus on creating added value for customers. The activities include, among other things, portfolio management, risk management, compliance and the implementation of systems and processes.

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Products & services

Industry:Financial Services
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Asset Management Consulting
Expand, optimize or change Asset Management business areas; portfolio management, fund processes, reconciliation, investment controlling, risk management, asset servicing, regulations and system support.
Wealth Management Consulting
Expand or optimize the wealth management services and product portfolio; sales, client service, onboarding and profiling, portfolio optimization, data analytics, risk management, regulations and investment controlling.
Core Banking Consulting
Expand, complement, optimize or reduce core banking systems; position keeping, transaction management, fees and taxes, compliance, interfaces and services, customer master data, financial instruments and reporting.
Sourcing Consulting
Sourcing strategy, provider management, selection, transition and operations for ASP and BSP models; develop target operating models, assess providers and optimize services in operations.
Business Engineering
Analysis, conception and design of processes and systems; requirements, use cases, user stories, requirements backlog, scope definition and functional documentation.

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Location

Bahnhofstrasse 70
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-213.439.783
Founded
2019 · 7 years
Last commercial register change
June 30, 2022
Employees
11 to 20

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