International Private Banking Systems

“We were all very impressed with how IPBS approached the implementation. By spending time onsite in Petion-Ville, on the outskirts of the capital Port au Prince, we were able to work as a single team to deploy a solution that matched our exact requirements. We went live in a relatively short period of time with additional remote support from IPBS. ProFin uses the IPBS system to manage all corporate and financial accounting, as well as operations and back office processing tasks. Whenever it buys or sells a security, the entire accounting processes are automated within IPBS. This high level automation saves us a lot of time, and frees up our staff to concentrate on other client serving activities. It also minimises the potential risk of errors. The IPBS solution also helps with the on boarding of new customers including capture and cataloguing of all mandated documents for parties connected to a client entity. A client’s appetite for the risk/reward correlation in an investment portfolio can be calculated and matched to a system asset allocation policy that will monitor that choice.”

"Thanks to IPBS we have automated what was previously a time consuming activity and freed up staff time to be spent on other valuable client relationship projects."

“There was considerable relief to know that, along with all the benefits of installing IPBS, we would be fully relieved of the costs and operational issues of maintaining the legacy system, while continuing to have access to that data through the new IPBS solution.”