At WIZE, we understand that achieving 100% automation and quality from custodian data feeds can be a complex challenge.
That's why we offer Business Process Outsourcing (BPO) services, providing a dedicated team split between Geneva and Singapore to ensure the accuracy and efficiency of daily portfolio mirroring.
Ensuring Accuracy
Every morning, our BPO team works tirelessly to process custodian data feeds, meticulously controlling and adjusting to match 100% of the banks' records.
While automation is our goal, we recognize the importance of human oversight to maintain the highest standards of data quality.
Maximizing Efficiency
Efficiency and accuracy are at the core of our BPO services.
By leveraging a combination of technology and human expertise, we streamline the portfolio reconciliation process, minimizing errors and maximizing precision.
Our BPO services are optional but recommended for clients who prioritize data accuracy and reliability.
Our customers' success stories
Cité Gestion
Following its foundation in 2009, Cité Gestion has been in constant expansion. Its unique business model combines the status of a Private Bank with that of an independent wealth manager. Cité Gestion has shown impressive growth with offices in Geneva, Zurich, Lausanne and recently in Lugano.
TELOMERE Capital
TELOMERE needed a multifunctional platform that could offer reporting as well as portfolio management and portfolio simulation.
Alias Partners
Alias Partners was established in 1972, making it one of the oldest independent wealth management firms in Geneva. With a team of 14 people and clients based mainly in Switzerland, Europe, Brazil, and the Middle East, the company’s aim is to offer tailored solutions according to their clients’ specific needs.
Keane Mathez
The legal framework being gradually stricter, it was necessary for Keane Mathez to reduce the manual workload of those processes by centralizing data in an integrated CRM/PMS tool which already included those controls and facilitate the monitoring.
GVA Associés
Its core business is discretionary management with a deep knowledge and experience rooted within the team.
Vierny Partners
Vierny Partners started looking for a solid and resilient partner offering a solution able to evolve according to their needs and to the legal environments in 2017.
Erfisa
Erfisa has a unique approach towards their clients, which is to be the entry point for every topic.
HBS Family Office
HBS is a multi-family office based in Geneva. Founded in 2003, they handle both wealth management and family office services. In this article, discover why they partnered with WIZE by Teamwork as their technology provider.
