ITN_037_Guide_01_janvier 09_BD.pdf - ITnation

Company profile & commercial offers
Wealth Management front office
& client centric solutions
New Access SA is a leader in the banking software industry and is specialized
in electronic document management with Logical Access®, in
portfolio management with Olivia®, in banking relationship management
with Branch® and in clients’ reports and legal document generation with
Xeres. New Access runs operation in Singapore, Dubai and Luxembourg
and is headquartered in Geneva, Switzerland.
The private banking landscape is changing and many banks in Asia
and Switzerland already understood the fundamental need to re-invest
in customer centric solutions. In doing so, even in difficult times, they
prepare themselves to get the most of the new waves of HNWI and
UHNWI popping up in offshore countries.
New Access is a Swiss headquartered private banking software company
serving financial institutions in 19 countries. Our value proposition
is the optimization of the front-office solutions and processes, with the
following objectives :
Jean-François Bequevort
Managing Director
Tel. : +352 26 00 57 27
e-mail :
jean-francois.bequevort@newaccess.ch
employEEs
IN Luxembourg 5-10
Worldwide employees 90
SectOr Bank & Finance Industry
ActivitIEs
- Banking & Finance Solutions
- Fund Management Solutions
- Business Process Solutions
- ERP & CRM Solutions
- ECM & Storage Solutions
Target and attract new customers by facilitating the prospect management
cycle within the bank, by accelerating the account opening
procedure, by managing segmented customized campaign,…
Retain and serve existing client base by providing customer relationship
managers with superior tools and workbenches, by managing
customer data (including central file, documents life cycle) in a business
proactive way, by creating relevant profiling and segmentation (risk aversion,
portfolio strategy, …), by generating individual high quality dynamic
statements, by personalizing each key relation,…
Increase operational efficiency. In highly competitive situations, there
is a strong need to do more with less. Banks are today investing to get
the most from hard to recruit CRM, facilitating their daily job and their
relationships with other departments such as compliance, customer
services, IT.
commercial contact
Stéphane Grégoire
Senior Consultant
New Access Luxembourg S.A. 46 A, avenue J.F. Kennedy • L-1855 Luxembourg
Tél. : + 352 26 00 57 26 • Fax : +352 26 00 58 23 • www.newaccess.ch • info@newaccess.lu
38 2009