“CEOs who see clearly in their numbers always gain an edge.”
A CEO of a Geneva private bank recently told us: “I spend more time validating numbers than deciding. As a result, we decide… late.”
A strategic problem, not a technical one
In 80% of private banks, key figures arrive at D+7, D+10, sometimes later. Why?
- Data scattered across ERP, Excel and internal tools
- Manual reprocessing by CFOs and COOs
- KPIs calculated differently depending on the stakeholder
Meanwhile, your RMs move forward without reliable steering. And your board keeps asking: “Where does this figure come from?”
What your peers have implemented with Integraal
- Consolidated D-1 view of flows, margins, AUM, allocation, expenses
- Direct access to business KPIs without relying on an IT project
- Multi-custodian reporting for UHNW clients
- Board-ready dashboards, automatically updated
- Automatic alerts on variances or underperformance by segment
Example: one client CEO reviews each morning a D-1 snapshot of performance by business line. 5 KPIs, 1 page, 2 minutes.
Decide faster with consolidated numbers
Want to see what it looks like?
Watch the 90-second demo
Or book a 30-minute session to see your own data in your KPIs, in less than 10 days.
Strategic steering without Excel
Steering, decision-making, risk management, budgets, financial results: you run a business, not Excel files.
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