âThe maturity of Client Advisory Suite as a proven solution lowers the risk to success in our drive to improve efficiency and productivity,â said Dr. Balz Gut, Business Project Manager, Private & Institutional Clients division, for Bank Sarasin.
After CHF 2.0 billion in net new money inflows in the first half of the year, Sarasin is on track to reach its goal of CHF 3 billion in net new money in 2006. Investing in productivity solutions for Sarasinâs growing teams of client relationship managers was initiated under the SaraChange project in 2005. Dr. Balz Gut adds, âThe addition of Client Advisory Suite solution for our bank is another example of Sarasinâs ongoing efforts to further improve business processes in the area
of client acquisition and client retention.â
Dr. Peter Marshall, Swissrisk CEO notes, âOur Wealth Management business is generating intense interest in 2006 from retail and private banks â both in Switzerland and Europe â as evidenced by new clients Migrosbank, Santander Banca Privada and Bank Sarasin in just the past 9 months. Client Advisory Suite is ideally suited to satisfy their desire for structured guidance of individual bankâs advisory process.â