Leading the way in portfolio management solutions: aixigo earns WealthBriefing Swiss EAM award

Aachen, March 2024 – aixigo continues to lead the charge in wealth management and banking. We are delighted to announce that our collaborative portfolio management endeavor with BSI has earned us the esteemed WealthBriefing Swiss EAM Award 2024. This accolade reinforces our commitment to crafting cutting-edge solutions that address the complex needs of our clients in the banking and financial sector.

The WealthBriefing Swiss EAM awards, renowned for their rigorous assessment process and commitment to honoring excellence, have identified aixigo as the foremost choice for portfolio management solutions. Our partnership with BSI, the leading financial services CRM provider, has yielded a transformative offering that streamlines advisory services, elevates customer experiences, and maximizes sales potential.

By seamlessly integrating the BSI Customer Suite with our Portfolio Intelligence:BLOXX and Portfolio Compliance:BLOXX platforms, we present a comprehensive portfolio-based CRM solution that redefines how advisors cultivate client relationships. Equipped with comprehensive, real-time customer data, advisors can orchestrate personalized customer journeys and engage in proactive communication. At the institutional level, our portfolio-driven CRM solution empowers banks to unlock upselling opportunities through hyper-personalized marketing campaigns, leveraging portfolio data to effectively target and engage clients.

Delia Steiner, Country Manager Switzerland and Liechtenstein at aixigo, remarks, "The BSI Customer Suite, in combination with aixigo:BLOXX for investment advice and wealth management, facilitates manageable, end-to-end advisory services that are highly professional and meet complex customer requirements. This accolade reaffirms our position as a global leader in wealth management solutions, and we remain dedicated to driving innovation and transformation in the financial services industry."

About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.

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