A Geneva-based private bank with approximately one hundred employees wanted to regain control over its management reporting. The organization operates on S2i Azqore. Access to data was difficult. Teams relied on existing exports, supplemented by manual extractions from the banking application. An initial attempt with internal dashboards had revealed the realities of maintenance: scattered rules, time-consuming processes and inconsistent results. After two to three years, management decided to adopt a solution designed for Wealth Management.
The arrival of Integraal changed the dynamic. In less than ten days, the Integraal Engine integrated data in different formats into a repository designed for private banking. An MIS cockpit was presented to management, using the bank’s own data, on its own infrastructure. The value became immediately clear. The question was no longer whether to proceed, but how to accelerate.
Since then, the scope has been expanded in a controlled manner. The bank now has a single, centralized and shared repository. Silos are being reduced. Business teams speak the same language. Indicators are reliable and available daily, without manual reconstruction. Management reporting becomes fluid, margin analysis clearer and preparation for governance meetings faster.
The benefits have been confirmed over time. The solution is sustainable and scalable, supported by a community of Wealth Management users. The “service in one day” support provides expert responses aligned with business challenges. J-1 cockpits are checked and ready every morning. Decisions are made faster and with greater confidence.
The value is easy to measure. Fewer manual operations, fewer ambiguities, less time lost. Controlled, up-to-date data accessible to all relevant teams. Management reporting returns to its true role: informing action without friction.