Quirin personal financial institution has been utilizing the digital wealth platform from the Swiss wealth and insurtech firm Third-eyes analytics for its consumer advisory companies since June 2024.
With the assistance of Third-eyes, the monetary objectives and desires of Quirin personal financial institution’s shoppers can’t solely be calculated, however above all visualised and optimised.
‘Third-eyes satisfied us as a result of their software program can depict precisely what we need to expertise with our shoppers through the advisory course of. We offer a visible reply to the query: Can I obtain my private monetary objectives and desires? This has impressed us and has been very effectively obtained by our clients,’
feedback Karl Matthäus Schmidt, CEO of Quirin personal financial institution, on the collaboration.
‘The interactive planning resolution – carried out by us because the Q-Navigator – ensures that clients can concurrently view the event of their belongings in several constellations. This motivates them to scrutinise their very own objectives and desires and actively form their very own monetary journey.’
Wealth improvement is calculated by Third-eyes utilizing a contemporary asset legal responsibility administration (ALM) methodology that considers all belongings, liabilities, money flows, objectives and market circumstances. With the Third-eyes software program, the person wealth improvement of every consumer will be calculated for the primary time in 1,000 reasonable capital market and inflation eventualities. As well as, the achievability of non-public objectives is simulated and optimised.
Because of the pleasing success of the venture and the excessive stage of acceptance of the Third-eyes software program, Quirin Privatbank additionally acquired a monetary stake within the Swiss wealth tech firm, which is headquartered in Zurich. As well as, Karl Matthäus Schmidt, CEO of Quirin personal financial institution, and Stefan Schulz, CFO of the Quirin subsidiary ‘quirion’ and member of the prolonged administration of Quirin personal financial institution, joined the board of administrators of the Swiss firm.
