The Integrated Information System (S2i) is a comprehensive banking platform developed by Azqore, a subsidiary of Indosuez Wealth Management specializing in banking outsourcing and technology services for private banks and wealth managers. This modular solution covers all the operational needs of financial institutions, spanning from front office to back office, while incorporating regulatory compliance and risk management.

Overview of Azqore

Created in 1992 under the name Crédit Agricole Private Banking Services, Azqore became an independent entity in 2018, strengthening its position as a leading technology partner for wealth managers. With locations in Geneva, Lausanne, and Singapore, Azqore serves around thirty clients across 11 countries, representing a total of CHF 150 billion in assets under management (AUM). (Source: investors.capgemini.com)

Features of S2i

S2i is designed to meet the growing demands of the financial sector regarding performance, security, and compliance. Its key features include:

  1. Front Office: Customer Relationship Management (CRM), Portfolio Management Systems (PMS) for advisory and discretionary mandates, as well as e-banking and m-banking solutions for an optimized digital client interaction.
  2. Middle and Back Office: Post-trade operations processing, accounting, tax and regulatory management, reporting, electronic document management, and desktop publishing.
  3. Compliance and Risks: Integrated tools to ensure compliance with international and local regulations, alongside the monitoring of operational and financial risks.
  4. Complementary Services: Functionalities for retail, corporate, and investment banking operations, including ATM management, mortgages, trade finance, and corporate loans. (Source: azqore.com)

Benefits of S2i

Adopting S2i offers several advantages to financial institutions:

  1. Regular Updates: Azqore provides quarterly platform updates, guaranteeing continuous adaptation to regulatory and technological evolutions. (Source: azqore.com)
  2. Implementation Flexibility: Clients can opt for full Business Process Outsourcing (BPO) or use S2i in SaaS mode, depending on their specific needs. (Source: ca-indosuez.com)
  3. Open Ecosystem: Thanks to a modernized architecture, S2i allows for the seamless integration of innovative FinTech solutions, giving clients access to cutting-edge technologies to enrich their services. (Source: azqore.com)
  4. User Community: S2i clients benefit from pooled investments and shared feedback, fostering the continuous improvement of the platform.

Conclusion

Azqore’s S2i stands out as a robust and scalable solution for private banks and wealth managers looking to optimize their operations while ensuring rigorous compliance and delivering an enhanced customer experience. Its modular architecture, regular updates, and openness to technological innovation make it a strategic asset for modern financial institutions.