Swiss Private Bank Bergos AG Selects New Access SA to Support Its Digital Transformationby Company Announcement June 22, 2022
The core-to-digital solution suite provider, New Access SA, is very proud to announce the signing of a new license agreement with Swiss Private Bank BERGOS AG.
Bergos is an independent Swiss Private Bank specialized in wealth management, offering investment solutions in all liquid and non-liquid asset classes. The bank focuses on asset management and advisory, offering services beyond money such as Art Consult and Multi Family Office Services. Active in the Swiss financial center for more than 30 years, it operates internationally with more than 100 professionals dedicated to the company’s success. Bergos AG has been recently awarded with the highest distinction “summa cum laude” in the renowned “Elite of Asset Managers” competition in Munich.
After a comprehensive review of various vendors, Bergos decided to rely on New Access solutions to support its digital transformation and enhance its functional capabilities. The Swiss private bank decided to modernize its existing systems by choosing a fully integrated platform that is consistently focused on the digitalization of its processes. The new platform will include the full range of core-to-digital solutions offered by New Access.
“We are very proud to have been chosen by Bergos AG to support its digital transformation with our complete core-to-digital solution suite. The full New Access solution will help Bergos streamline their processes and optimize the application landscape with a completely integrated suite. It is a significant project that our teams are ready to start, and we are very grateful for the trust Bergos AG is placing in us.”
Vincent Jeunet, CEO of New Access.
This strategic transformation will strengthen Bergos AG’s Core capabilities, allowing the Swiss Private Bank to enhance its automation and standardization processes, operate from a single integrated and centralized platform, and ultimately improve digital interactions with relationship managers and end-user clients.
“The digital transformation is bringing formidable possibilities and disruptive changes to the banking sector. As a Private Bank dedicated to Human Private Banking, we are focused on delivering the best possible services, accompanied by seamless processes, for our clients. The collaboration with New Access will broaden our options in the digital realm and therewith enhance the digital experience of Bergos for both our clients and our team. We are looking forward to working together!”
Dr. Peter Raskin, CEO and Partner of Bergos.
In addition to the fully comprehensive solution suite, Bergos has subscribed to New Access’ Managed Services to operate, monitor, and manage the global platform.
The first milestone will be reached in 2022 and will form the basis of this collaboration.
About Bergos AG
Bergos AG is an independent Swiss private bank with a focus on private wealth. It emerged in 2021 with a new shareholder base from its former mother company, Joh. Berenberg, Gossler & Co. KG (founded in 1590), and has been serving international private clients and entrepreneurs in the Swiss financial center for over thirty years. Its headquarters are in Zurich with an office in Geneva. The Swiss private bank is dedicated to “human private banking” and specializes in wealth management and advisory services. With more than 100 employees, the focus is on providing expert guidance in all known liquid and non-liquid asset classes, as well as alternative investments such as real estate, private equity and art. For entrepreneurial clients, Bergos offers access to M&A and other corporate finance services. Bergos AG offers private clients, entrepreneurs and their families a holistic, intergenerational service that focuses on security, neutrality, internationality and openness to the world, in addition to investment recommendations.
About New Access SA
New Access is a leading provider of a scalable and modular Core-to-Digital solution suite designed to meet the specific requirements of the private banking and wealth management industry. New Access enables digital transformation and improves client’s satisfaction with its digital front-end solution, including an advisor cockpit, Client Lifecycle Management (CLM) and a client/EAM portal. Its offering also includes an advanced and comprehensive Core Banking System, a Portfolio Management System (PMS) and a powerful workflow engine (BPM). New Access has been operating for over 20 years exclusively in the private banking and wealth management sectors, supporting more than 60 customers, globally.