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DirectoryBusiness & Technical ServicesManagement ConsultingZugSumma Verwaltung AG
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Summa Verwaltung AG

Summary

About the company

The core activity of Summa Verwaltung is to advise and support financial institutions in their digital transformation, particularly in the areas of wealth and asset management. The company offers various services, including strategy development, implementation of digital solutions, interim management, project-related support, and digital asset applications. The core activity also includes consulting in the areas of investment strategies, asset allocation, participation controlling and reporting, as well as support in the implementation of digitalization strategies.

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Offering

Products & services

Industry:Management Consulting
✓ Offered10
Digital transformation
Support and guidance in identifying, developing and implementing digital transformation in financial institutions, including automation and digitisation potential.
Advisory
Advisory on digital transformation initiatives across various channels, focusing on target setting, scope and implementation approaches.
Interim management
Time-limited operational assumption of leadership responsibilities and an active role in the company on topics related to digital transformation.
Strategic advisory / advisory board
Strategic support as an advisory board member, with experience and vision for digital matters, decisions and sustainable implementation.
Project-based implementation
Project-based support for implementing digitisation strategies, including holistic application and provision of the required functions and modules.
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Location

Sterenweg 7
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-115.438.400
Founded
2010 · 16 years
Last commercial register change
February 11, 2022
Employees
1 to 10

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