Success Stories

Credit Suisse

Automates fund management processes to ramp up efficiency

Zurich, Switzerland

The Fund Services team at Credit Suisse manages assets for more than 700 clients across Europe. To complete key workflows, however, the team relied on slow, paper-based, manual processes. It meant that everyday value calculations and exceptional control monopolised the time of skilled employees. To remedy this, Credit Suisse implemented Temenos FundSuite, that enables a whole new, streamlined way of working. The wealth management team has now replaced paper with automated workflows, and receives a message when FundSuite identifies calculation errors. This approach saves huge amounts of time that can now be dedicated to more value-add tasks.

IFRS meeting

”A key milestone of course is last year our organization is the implementation of the ramps of the monitoring workflow which allows us to automate a lot of process, but the key element of the automation was that we moved to a paperless world which was very very important to the fact that we stopped to print pages.”

Antonio Silva, Head of Fund Accounting