Wecan Group is thrilled to announce its strategic partnership with WIZE, Switzerland’s leading wealth and asset management platform. This collaboration addresses key compliance challenges faced by external asset managers (EAMs) and custodian banks, streamlining the process of compliance data sharing to be more efficient and hassle-free.
Wecan Group is thrilled to announce its strategic partnership with WIZE, Switzerland’s leading wealth and asset management platform. This collaboration addresses key compliance challenges faced by external asset managers (EAMs) and custodian banks, streamlining the process of compliance data sharing to be more efficient and hassle-free.
Key Benefits of the Partnership:
- Seamless Data Transfer: WIZE users can automatically send CRM and KYC data into Wecan Comply for a streamlined compliance process.
- No Double Entry: The integration eliminates manual, repetitive data entry for onboarding and periodic reviews, reducing the risk of errors.
- No Additional Cost: The integration is provided at no extra cost to WIZE users.
- Enhanced Auditability: Blockchain-based traceability ensures all data exchanges are secure and verifiable.
This partnership marks a significant milestone in breaking the cycle of compliance headaches for financial institutions. By simplifying the process, financial professionals can focus on what truly matters: building relationships, growing portfolios, and ensuring financial security for their clients.
About Wecan Group SA
Founded in 2015 in Switzerland, Wecan Group is a technology company dedicated to optimizing data management processes for financial and non-financial institutions. Its flagship product, Wecan Comply, is a leading compliance data orchestration platform that simplifies the secure and standardized exchange of data, including KYC and KYB, for institutions across the globe. Trusted by the world’s top wealth management firms, banks, financial intermediaries, and more, Wecan Comply ensures the most comprehensive infrastructure for secure data storage and exchange in the market.
For more information, please visit: www.wecangroup.ch
About WIZE
WIZE, member of the Swiss-based TeamWork Group, is a comprehensive Wealth & Asset Management solution designed to meet the diverse needs of financial institutions. With functionalities covering portfolio management, order management, CRM, compliance, reporting, invoicing, and more, WIZE provides a scalable and powerful platform trusted by over 110 clients in 24 countries. By integrating with Wecan Comply, WIZE continues to enhance its offering, ensuring that its users can focus on what truly matters – their clients.
For more information, please visit: wize.net
Contact
Wecan Group
Vincent Pignon, Executive Chairman
Philippe Reynier, CEO
contact@wecangroup.ch
WIZE
Pierre Dupont
Managing Partner
info@wize.net
