International Private Banking Systems

"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."

“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.”

“We operate in a service driven market and the introduction of the IPBS system will enable Bank Cainvest to apply industry best practice to the provision of transparent and efficient private banking services. By offering secure, 24x7 online access we have differentiated ourselves from other private banks. The level of service that we have received from IPBS has been of a consistently high standard and I would recommend the IPBS system as it is a future proof solution that has given us a competitive edge whilst enabling us to minimise our on-going costs.”