7 International Private Banking Systems Testimonials

"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.”

“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.”

"British Caribbean Bank enhances customer service and improves compliance with IPBS private banking and wealth management system. We were under severe time pressure to implement a replacement system and this placed the IPBS implementation under significant scrutiny. The project went live in just 90 days thanks in part to IPBS’s rapid implementation approach. This reduced the burden of data migration in particular and allowed us to focus on managing the non-technical aspects of the change. It’s a very good, intuitive system that suits our requirements. Very little user training was needed and within a few weeks of go-live, any teething issues have been resolved. IPBS have a very good understanding of how to deploy their system and it’s worked well for us."

“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.”

"The bank is a long standing user and I would highly recommend IPBS to other companies. It is well suited to our requirements and we are very pleased with the investment that we have made in the IPBS system. We appreciate working with a company that is, like ourselves, highly client focused. Additionally Bruce and his team have provided a friendly and knowledgeable service, all of which ensures that we can deliver competitive services for our clients."

“We have a saying, ‘With SSL, life appreciates’ and we certainly appreciate the partnership that we have built with IPBS. It has been incredibly valuable to SSL to not only deploy a modern private banking and wealth management solution but with the support of IPBS, we know it is future proof and scalable. We have absolute confidence that the system will continue to enable us to manage the complex tax requirements of the Jamaican market and how we meet evolving reporting and regulatory requirements. We have an excellent relationship with IPBS, and this has helped us to maintain our innovative and competitive edge in the market. The key to the relationship is the communication and responsiveness that IPBS is able to provide and their ability to understand SSL’s managerial queries and changes needed in IPBS given the team’s professional experience and background.”