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Decisions too late? Integraal delivers consolidated KPIs at D-1: flows, margins, AUM, expenses. Board-ready dashboards in less than 10 days.

“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.

👉 Every week, discover real cases for CEOs, CFOs and COOs in Wealth Management. Subscribe so you don’t miss out.

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