Best Onboarding Solution went to TrustQuay Portal at a special event for the trust and corporate services sector in Geneva last week, the Wealth Briefing Switzerland Awards 2023.

“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 rather than purely quantitative performance metrics," explains ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris.

"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."

Now officially the best onboarding platform for the Swiss wealth management sector, TrustQuay Portal enables front-office, end-client digital engagement based on seamless integration with your middle- and back-office functions.  By combining TrustQuay Portal with our leading ecosystem partners, your end clients will have a transformative, digital customer experience.  

📷: TrustQuay was joined at the awards event by three of our customers. L-R: Sequent's Andreas Klimek, TrustQuay's Douglas Cooper and Mark Rallings, Krzysztof Sowa-Pieklo also from Sequent and Amity Partner's Keith Button.

Showcasing ‘best of breed’ in the region, the Wealth Briefing Switzerland 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’.

The WealthBriefring SwissAwards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.

Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners.

📷: Main photo - TrustQuay's long-standing business development director, Douglas Cooper was on hand to accept the award, accompanied by a recent addition to our business development team, Mark Rallings.

About the Author

Ian Peel

Ian Peel is Head of Marketing at TrustQuay.