COMPLIANCE STRATEGY – FIND THE ‚WHY‘
The new Mantra in Compliance: Make Compliance a Lifestyle!
We help you to define the Compliance strategy for your financial institution and to implement the necessary steps – from Vision to Action. Our focus is on the human being as part of the Compliance team in particular in crisis situations.
ACT VIA TRANSFORMATION
We believe in the change as a permanent element in the financial industry. The last 10 years have been subject to digital transformation of the client lifecycle in the wealth management and have materially changed internal processes as well as the client’s journey.
Our aim is to support you in your digital project from design to implementation with a clear vision for the most effective solution within your budget and business needs. As we have in-depth inside in the available solutions for Compliance suites, screening tools or client-lifecycle-management tools.
COMMUNICATION & PARTNERSHIP
We believe that Communication is the key driver to align Compliance with Front functions. We support you in drafting policies and procedures, business case presentations as well as in any communication with regulators or authorities.
With 25 years of experience in Compliance, we cover all main areas of communication.