In 2017, a Geneva-based private bank operating on Avaloq decided to take a key step in its management capabilities. The organization had committed teams, a rich history inherited from AppSys and a growing need to better understand its revenues and RoA. Yet the data remained scattered, difficult to exploit and costly to consolidate. Every report required time, manual work and constant vigilance to avoid inconsistencies. Management understood one thing clearly: without a robust repository, no strategic decision could rely on a solid foundation.
The launch of the MIS project marked the beginning of a transformation. Integraal’s consultants approached the subject with precise business expertise built through more than a decade working alongside private banks. Their first mission was to recover the entire AppSys history and integrate it properly into the new architecture. This technical challenge was not treated as a simple IT integration exercise; it was approached as a business issue because the data structures the bank’s financial memory. Within a few weeks, teams obtained a consolidated, faithful view of their activity, covering organization, revenues, clients, transactions and portfolios.
The collaboration was built for the long term. Since 2017, the bank and Integraal have moved forward together in a stable, transparent, results-oriented relationship. One of the partnership’s strengths came from listening to business habits. Users, who were very comfortable with Excel, preferred using automated exports rather than the visual dashboards initially provided. Rather than forcing a tool, Integraal supported this need by automating data delivery so that Excel became more reliable, faster and fully aligned with the banking repository. This pragmatism strengthened adoption without compromising quality.
Very quickly, the benefits became visible. Manual extractions disappeared. Files circulated seamlessly. Inconsistencies declined. Business teams gained time, but above all confidence. The MIS repository became the single source of truth. Analyses were based on stable, controlled and consistent data. Management gained clarity. Relationship Managers worked with enriched information. Finance teams were able to focus again on value creation rather than mechanical consolidation.
Over the years, automation has transformed the way the bank works. What once required hours of handling is now available in seconds. Indicators are more reliable. Committee discussions are smoother. Decisions rely on structured, controlled and shared information. The business expertise of Integraal’s consultants, combined with the flexibility of the platform, made it possible to build a tailored solution that respects internal habits while raising the overall level of rigor.
This use case perfectly illustrates the value of an MIS approach designed for Wealth Management. Far from being just a technology project, it is a gradual, human and structuring transformation. The bank now has a solid, reliable and scalable framework capable of supporting its present and future needs. Integraal did not just deliver a solution; our teams delivered business understanding, a method and a commitment that durably transform the way performance is managed.
