From left to right: N.C - Damien Auer, Regional Account Manager, New Access - Dominic Sandru, Client and Sales Executive, New Access - Rachel Fokes, Head of Awards, WealthBriefing.
New Access SA has been crowned ‘Most Innovative Client Solution’ at the Ninth Annual WealthBriefing Swiss Awards 2022.
Showcasing ‘best of breed’ in the Swiss region, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges.
For the second year consecutively, the leading software provider New Access SA, has been receiving the honour of winning the WealthBriefing Swiss Award 2022 “Most innovative Client Solution” and joined the ranks of this elite global group.
“The judges’ winner offers an innovative advanced Digital Client Lifecycle Management solution that efficiently empowers banks, wealth managers and investment managers on a successful digital transformation journey.”
For the past 5 years, New Access has heavily invested in the digital transformation that gradually reshapes the private banking and wealth management industry.
Starting by the essential, New Access has converted heavy and rigid systems into a digital cockpit that is the ‘Bankers Front’, to ultimately being able to bring the relationship managers into a 360° view, centralized banking cockpit to manage the whole client journey. Bringing intelligence and flexibility into this new digital standard was the next step successfully achieved.
Including a CLM & Advisory Cockpit, and a Client/EAM portal, the innovative award-winning digital solution combines powerful wealth management digital solutions with enhanced digital customer experience, putting the bank’s client at the heart of all operational processes.
Commenting on the firm’s accolade, Vincent Jeunet, CEO at New Access said: "New Access is very proud and honored to be recognized as ‘Most Innovative Client Solution’ by Wealth Briefing Swiss Awards 2022 for our Client Lifecycle Management Digital Platform, Banker’s Front. Winning this award for the second year in a row is a true recognition from the Private Banking and Wealth Management industry of the work we have done these past years, and on the high quality of the solutions we deliver.”
ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The organisations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission.”
Participants around the world recognise that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.
“These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience. (…) These awards recognise the very best operators in Swiss wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in Swiss wealth management.”
Watch the winner announcement of our Chief Commercial Officer, Helmuth D. Balser.