KeeSystem

We're thrilled to announce that Shiraz K. has joined KeeSystem as part of her one-year Bachelor's program in Web and Multimedia from My Digital School in Nice! During her time with us, Shiraz will be enhancing our communication, graphic design, and UI design initiatives. She made quite the entrance by bringing ice cream for the entire team 🍨 — a sweet start that we're making a new tradition at KeeSystem! We can't wait to see the creativity and fresh perspectives she brings to our team!

#DigitalButHuman We know you LOVE to meet our team members in videos 😍 Today, we are happy to introduce you to Nicolas Florenson, our Director of Operations ! Among his missions, Nicolas is responsible of KeeXperience, our client experience program. Want to know all about it ? Click play and enjoy!

One of KeeSystem's key strengths? 💪 We don't hesitate to travel and really meet our customers. Just last week, David CREPIN travelled to Geneva and Luxembourg 👏 Objectives: ✅ train new KeeSense users ✅ share our advice on how to optimise their process ✅ go from digital to real At KeeSystem, we're also going out to meet our prospects and partners! See you in a few weeks' time for our autumn’s events! #DigitalButHuman PS : the picture was taken during a trade show. For confidentality reasons, we don’t take pictures of our clients in their office.

[INNOVATION] - NEW version of MyKeeApp, the KeeSense client portal After the new KeeSense interface just over a year ago, it's now the turn of our e-banking portal to get a facelift with the new version of MyKeeApp. With major innovations for our wealth management and family office users: ☑️ More ergonomic and intuitive for easier use ☑️ Collaborative KYC: from data entry to document signature, a fast and secure customer journey ☑️ Integration of a chatbot for direct communication with the asset manager Learn more about the new version of our MyKeeApp customer portal https://lnkd.in/duWHVdzZ

Back office and administrations tasks are common headaches for wealth management companies. You didn’t sign for this ❌ Discover how KeeSense helps you overcome the challenges of complex workflow management with powerful automation capabilities. Back office, billing and invoicing become easy as ABC. Learn more is our carousel!

This year, we celebrate the 15th anniversary of KeeSystem. 15 years innovating and transforming the wealth management industry. Do you know how it all began ? With a deep frustration, seed of many revolutions. We wrote our commitments and vision in our Manifesto. Discover it here → https://lnkd.in/epSVKyht

Can KeeSense help wealth management companies with a small team of 2 by providing a simple and effective portfolio management solution ? ABSOLUTELY ! Fides Capital is a wealth management company led by two former bankers. They chose our solution KeeSense to meet the demands of a Swiss management company and comply with FINMA regulations. Find out more here https://lnkd.in/dGPwZkh2

Survey “What clients want” ✨ Offering multi-channel communications is part of a great client experience for UHNWI. Which channel is the most used by your clients ?

If you're in wealth management in 2024, you know it's not just about numbers and charts anymore. Global financial wealth dipped by 4% to $255tn in 2022. At the same time, the industry faces escalating costs of compliance, inflation, and ever volatile markets. Signs that wealth management professionals have to adapt and innovate. There are 2 main opportunities arousing in 2024 : AI and ESG. They are not buzzwords. 🔹ESG is no longer an option. It's what today’s investors are looking for: responsible, impactful, and sustainable growth. As KeeSense integrate with the latest ESG data feeds and notation tools, the relevance of our clients insights and reporting is elevating. 🔹AI is changing how wealth managers connect with clients and how they work. We already crunch operational costs with automation and digitalisation. Thanks to tools like generative AI and machine learning, it will continue to accelerate in the upcoming years. Other insights you would like to share ?

#DigitalButHuman Meet Florent F., our Partnership manager & Business developer. You can also call him Ecosystem architect ! In this video, Florent explains how we create value for KeeSense users through our partnership program. Interested in becoming a partner ? https://lnkd.in/e4MGSeBY