New Access SA has been crowned "Most Innovative Client Solution" at the 8th Annual Wealth Briefing Swiss Awards 2021. Showcasing "best of breed" providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have "demonstrated innovation and excellence during 2020".
From left to right: Julien Couronne, Marketing Project Manager, New Access - Helmuth D. Balser, Client Director, New Access - Vincent Jeunet, CEO, New Access - Marlène Ciraolo, Digital Marketing Assistant, New Access - Ludovic Balacé, Head of Presales, New Access.
“The judges were taken with their winner’s highly disruptive solution which allows a successful digital transformation by fully including the final client as part of the institution’s core processes. This gives a similar and shared digital experience between the wealth manager and his clients, with assets, performance, reports, and client data coming from the same source and presented in a similar way.”
For 20 years, New Access has been servicing disruptive and innovative solutions to more than 55 customers across the globe.
In an industry facing major transformation, New Access has shown its reliability in supporting Private Banker’s and Wealth Managers in their desire to reach new types of customers and to become paperless. To make itself remarkable, the company can count on its ability to enable the digitalization of client relationship processes but also to provide its customers with an entire Core-to-Digital offer.
The award-winning Banker’s Front solution is an innovative advanced digital Client Lifecycle Management (CLM) platform. It efficiently empowers banks, wealth managers and investment managers on a successful digital transformation journey. Including a CLM & Advisory Cockpit, and a Client portal, the innovative digital solution combines powerful wealth management digital solutions with enhanced digital customer experience, putting bank’s client at the heart of all operational processes.
In this “switch to digital” era, New Access Banker’s Front solution enables private bankers and wealth managers to combine a 360° view of clients and assets with advanced CLM capabilities.
“This Award for the Swiss Most Innovative Client Solution of 2021 is a tremendous recognition for New Access!” says Vincent Jeunet, CEO of New Access. “This price is very important to us! We are hoping from this award to bring spotlights even more on New Access, supporting our brand awareness development in our targeted markets.”
ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognize the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management”.
Watch the winner announcement of our CEO, Vincent Jeunet.