10 years of fintech in Switzerland | Interview of Pierre-Alexandre Rousselot, CEO of KeeSystem for Sphere

6 Jan 2020

Ten years. An opportunity to take a step back, with an eye resolutely focused on the future.

Discover with Sphere how Pierre-Alexandre Rousselot, our founder, looks back on the lessons to be learned from this past decade and how KeeSystem differentiates itself on the PMS market.

An interview to discover here (French version)


English version below


In the last 10 years, the emphasis on technology has never been higher.

Since 2009, KeeSystem has been helping independent asset managers and family offices to expand their operations with KeeSense, a portfolio management software. Pierre-Alexandre Rousselot, its founder, provides an overview of the last 10 years and the market opportunities to explore.


KeeSystem celebrates its 10th anniversary this year. With a decade in hindsight, what do you think are the most impacting trends on the asset management market?


In my view, three major trends particularly characterize the last ten years. Firstly, there has been an increase in controls over financial activities and services delivered, to which our clients have to adapt. Secondly, the notion of service has taken on a dominant role in the offer. Finally, the emergence of fintechs has become a major challenge for asset managers. Not everyone has yet fully embraced the technology, but it is a sensitive subject that is unanimously arousing interest and curiosity.


We hear a lot about the digital tardiness and the inevitable digitalisation of asset managers, particularly in Switzerland. What is your view of the situation? What is holding back the adoption of digital tools?


 I believe that this delay is due to two factors. On one hand, being the cradle of wealth management, Switzerland is a financial centre that is the home of the oldest asset management companies. The Swiss market therefore has a historical method, which forces it to transform itself profoundly in the face of the arrival of digital technology. On the contrary, new players are investing in digitalisation right from the outset. It should also be noted that many of our clients and prospects have had a negative experience of digitalisation in the past, due in particular to its complexity. We must therefore put ourselves in the position of evangelists: before selling our solutions, we need to sell the interest in digital.


KeeSense, your portfolio management software, has users in the major European financial markets. Who are your users? What is their profile?


 We are fortunate enough to have an international presence and a broad spectrum of users, from the family office of 3 to 4 people to the foreign bank subsidiary of 30 people. Our users are very operational: 90{f906ae7b0342626db1803c54904890c40a5857e3ac4966d38695ac35cf613e36} of them use KeeSense every day.


You mentioned the development of the asset management market earlier. How do you monitor these trends and respond to the new needs of your users?


The best way to follow the needs of our users is to listen to them. We maintain a close relationship with our customers. We also set up many prospection meetings which allow us to adjust our strategy: functional, operational, communication needs, and so on. Finally, categorized as fintech, we have an ecosystem – Monacotech – based on innovation and new technologies that enriches us and allows us to keep up with new technological trends.


There is now a wide range of software and platforms available for independent asset managers and family offices. How do you differentiate yourself?


 In my opinion, we differ by our singularity. Our tenth anniversary testifies to our maturity and experience in the field of asset management. However, this does not affect our willingness to innovate and to always be fresh in our approach. Moreover, our international outlook, which is rare for a company of our size, is a key factor in our success. We know how to adapt and respond to the different needs of each country. Finally, the accompaniment and listening that we offer to our customers is perhaps our biggest asset. “Digital but human after all…”


 How do you see the development of KeeSystem? What will be the next major challenges for you?


We have never invested as much in R&D as we did in 2019. One of our main challenges ahead is to maintain our technological architecture at a high level, while continuing to innovate. The next big challenge is openness. To this end, we want to create partnerships with other companies to present an offer that is ever more complete and adapted to the needs of our users, such as the addition of services and functions, while guaranteeing a high level of security.



Our recent posts