Quirin personal financial institution has been utilizing the digital wealth platform from the Swiss wealth and insurtech firm Third-eyes analytics for its shopper advisory providers since June 2024.
With the assistance of Third-eyes, the monetary objectives and desires of Quirin personal financial institution’s purchasers can’t solely be calculated, however above all visualised and optimised.
‘Third-eyes satisfied us as a result of their software program can depict precisely what we wish to expertise with our purchasers in the course of the advisory course of. We offer a visible reply to the query: Can I obtain my private monetary objectives and desires? This has impressed us and has been very nicely obtained by our prospects,’
feedback Karl Matthäus Schmidt, CEO of Quirin personal financial institution, on the collaboration.
‘The interactive planning resolution – carried out by us because the Q-Navigator – ensures that prospects can concurrently view the event of their belongings in numerous constellations. This motivates them to scrutinise their very own objectives and desires and actively form their very own monetary journey.’
Wealth improvement is calculated by Third-eyes utilizing a contemporary asset legal responsibility administration (ALM) methodology that considers all belongings, liabilities, money flows, objectives and market situations. With the Third-eyes software program, the person wealth improvement of every shopper may be calculated for the primary time in 1,000 real looking capital market and inflation situations. As well as, the achievability of private objectives is simulated and optimised.
As a result of pleasing success of the mission and the excessive stage of acceptance of the Third-eyes software program, Quirin Privatbank additionally acquired a monetary stake within the Swiss wealth tech firm, which is headquartered in Zurich. As well as, Karl Matthäus Schmidt, CEO of Quirin personal financial institution, and Stefan Schulz, CFO of the Quirin subsidiary ‘quirion’ and member of the prolonged administration of Quirin personal financial institution, joined the board of administrators of the Swiss firm.