Quirin personal financial institution has been utilizing the digital wealth platform from the Swiss wealth and insurtech firm Third-eyes analytics for its consumer advisory providers since June 2024.
With the assistance of Third-eyes, the monetary targets and desires of Quirin personal financial institution’s shoppers 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 shoppers in the course of the advisory course of. We offer a visible reply to the query: Can I obtain my private monetary targets and desires? This has impressed us and has been very nicely acquired 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 property in several constellations. This motivates them to scrutinise their very own targets 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 property, liabilities, money flows, targets and market situations. With the Third-eyes software program, the person wealth improvement of every consumer might be calculated for the primary time in 1,000 reasonable capital market and inflation eventualities. As well as, the achievability of non-public targets is simulated and optimised.
Because of the pleasing success of the venture and the excessive degree 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.
