A Geneva-based private bank with around one hundred employees wanted to regain control of its steering capabilities. The organization runs 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 revealed the reality of maintenance: scattered rules, time-consuming work and inconsistent results. After two to three years, management decided to adopt a solution designed specifically for Wealth Management.
Integraal’s arrival changed the momentum. 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 infrastructure. The value was immediately visible. The debate was no longer whether to move forward, but how to accelerate.
Since then, the scope has expanded in a controlled way. The bank now benefits from a unique, centralized and shared repository. Silos are receding. Business teams speak the same language. Indicators are reliable and available every day, without manual rebuilding. Management becomes smoother, margin visibility sharper and committee preparation faster.
The benefits continue over time. The solution is sustainable and scalable, supported by a community of Wealth Management users. The “service in one-day” support model provides expert answers 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 manipulations, fewer ambiguities, less wasted time. Controlled, up-to-date data accessible to all relevant teams. Steering regains its purpose: to illuminate action, without friction.
