On October 10th & 11th, KeeSystem® attended Invest’12 in Geneva, the main annual event gathering Swiss independent asset managers and family offices .
It was the opportunity for our team to deepen our relationships with our clients and partners and to discuss with independent asset managers who came to visit us on our booth in order to present us their equipment needs.
During those two days of meetings and discussions, it clearly emerged that the evolution of the regulations strongly impacts the structure of wealth management companies themselves. It therefore drives IAMs to undertake a process of cost savings on management tools. They study the possibility to integrate new solutions that allow to encompass their needs in terms of asset management, customer relationship management and administration. The challenge is therefore to provide comprehensive, customisable, evolutive and ergonomic solutions that are compliant with both the needs of wealth management professionals and with the regulation authorities requirements. As a consequence, wealth managers showed a very strong interest in KeeSense®.
The team of KeeSystem® thanks Invest’s organisors and attendees, as well as the numerous visitors who came to visit us.