Unblu recognized for outstanding wealth management platform at Private Banking Switzerland Awards 2021
Celebrated in Zurich, the event recognizes pioneering achievements by banks and service providers in the wealth management sector
Financial services software provider Unblu won ‘Outstanding Wealth Management Technology Platform in Switzerland’ at the Private Banking & Wealth Management: Switzerland 2021 Conference & Awards, one of the country’s most anticipated industry events.
Postponed from last winter, the event marked the 6th edition of the conference and awards ceremony, with a broad attendance comprising major firms and start-ups alike. This year’s agenda featured panel discussions and keynote presentations covering the cutting-edge of the industry, as well as the highly anticipated evening gala and awards where Unblu accepted the award.
The prize was awarded on the strength of Unblu’s conversational banking platform. As a digital offering that is now on its seventh release, Unblu’s base of customers includes some of Europe’s foremost private banks such as Julius Bär, Fineco Bank, LGT Group, and JM Finn. The solution provides secure and compliant collaboration tools that make digital interactions seamless, allowing clients and advisors to easily research, analyze and make investment decisions together.
Commenting on the company’s win, Luc Haldimann, CEO of Unblu, emphasized the company’s commitment to the wealth management industry. “Unblu is honored to have received recognition in this category, which spotlights our efforts in developing technology for specific use in wealth management settings. Now more than ever, shifts in the market are demanding that wealth management firms refine their digital offerings. It has always been Unblu’s goal to help firms do that with the greatest commitment to their clients, and we are proud to be a part of this vibrant industry.”
Having recently been accredited for compliance and information security with an ISO27001 certification and SOC 2 audit, Unblu’s award victory marks another feat for the company this year. Winning the Outstanding Wealth Management Technology Platform in Switzerland award will only add to Unblu’s reputation in wealth management circles, as the company continues to advance in its current stage of growth.