The core activity of IFINITY AG is to provide services to independent asset managers, fintechs and banks, particularly in the area of Client Life Cycle Management, including compliance, client onboarding, customer files, KYC, document management and Portfolio Management System (PMS).
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Offering
Products & services
Industry:Financial Services
Outbound Leads by COHAGA
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Digital platform for bank- and EAM-specific directives, processes and forms; standard content on FIDLEG, FINIG, GwG, VSB, sanctions and data protection as Knowledge-as-a-Service.
Knowledge-as-a-Service for regulatory content
Standard content on FIDLEG, GwG, VSB, sanctions and data protection for efficient creation, review and ongoing updates of directive content.
Support for FINMA licensing and ongoing regulation
Directives, processes, forms and contracts for FINMA licensing, as well as ongoing updates, so that regulatory requirements are permanently met.
Collaboration with partners in the financial services sector
Collaboration with partners from Legal, Compliance, Regulatory, document repository and private cloud environments to implement the solutions offered.
Advisory and selection of solutions for financial service providers
Evaluation and offering of optimal solutions for banks, asset managers and other financial service providers, complemented by applications and training.
Knowledge
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