KeeSystem

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

In just a few days' time, the long-awaited new version of a key KeeSense feature arrives... 🤯 We're talking about... 🥁 drum roll 🥁 MyKeeApp, KeeSense client portal 🎯 The aim is to make life even easier for asset management companies looking for flexible digital onboarding solutions tailored to their business. Benefits: ✅ 100% secure, digitised onboarding ✅ a more fluid customer experience ✅ and much more, to be discovered very soon! In a few weeks' time, we'll be keeping you updated on the progress of this project, which is due to be launched in September. So stay tuned! 🔥

CRM tools can increase report accuracy and sales forecasting by as much as 42% 📈 Discover how KeeSense CRM helps wealth management firms reach their business goals. Learn more about KeeSense ➡ https://lnkd.in/eVvG3sUf

[CASE STUDY] Optimizing portfolio management for family offices with KeeSense. Discover how ART, a Monaco-based family office, improved efficiency and gained time by automating portfolio consolidation and performance tracking with KeeSense. Learn more here ➡ https://lnkd.in/e-P7-mvK

➡️ As the demographics of investors shift, wealth managers must adapt to the changing expectations of the next generation. Gen Z investors are projected to control $33 trillion in wealth by 2030, so it's crucial to understand their priorities. ✅ Transparency : Gen Z investors want to know where their money is going, how it's invested, and what fees they're paying. ✅ Customization: They seek tailored investment solutions that understand their unique goals and needs. ✅ Digital Accessibility: Gen Z investors are digital natives who expect online access to their portfolios and communication with their wealth managers. ✅ Socially Responsible Investment: They value investing in companies aligned with their values, particularly those prioritizing sustainability, social responsibility, and corporate governance. How to efficiently meet these expectations ? Read our full article on the subject here -> https://lnkd.in/ecnhiPJi Discover how KeeSense's portfolio management solution can help wealth managers effectively address Gen Z's expectations and achieve their digital transformation goals. Contact our team to book a demo at contact@keesystem.com