The core activity of Clientis AG is the provision of banking services and outsourcing solutions for regional banks and platform banks. This includes providing services such as back-office functions, risk management, asset and liability management, financial bank control / controlling, marketing and communication, and IT, enabling banks to focus on their core business and benefit from synergies and cost efficiency.
AI-generated
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Comprehensive, modular outsourcing solution for banks with IT outsourcing, business process-enabled BPO, platform operations and banking-domain services for regional banks.
Bank Service Platform
Modular service platform for IT outsourcing and system-supported business process outsourcing, with individual services or complete service bundles as required.
Open Finance Platform
Platform for operating bank-relevant applications based on Inventx Cloud and Azure, with optional SAS solutions, archive, testing, Finnova Banking Software and security.
e-Channels for Bank Customers
Solutions for digital customer channels with website, e-banking, mobile banking, online calculators and integration of external wealth managers.
Advisor Workstation
Advisory solutions for customer dialogue with PMS Basis, e-Dossier, pension planning, investment advice Finfox, advisory calculators, CRM dashboard and a credit advisory solution.
BPO Clientis
Additional banking-domain sourcing services for Legal & Compliance, Asset & Liability Management, Marketing & Communications, risk management and controlling.
Third-Party BPO
Orchestrated third-party BPO with payment processing, salary processing, securities administration, insurance, accounting, card management and other banking-related services.
Connectivity
Network and site connectivity with SD-WAN, internet connectivity, firewall, corporate WLAN, bandwidth and network operations for bank locations and data centres.
Workplace
M365-based, regulatory-operated banking workplace with workplace operations, Mail Exchange, Active Directory, intranet, remote-access VPN, printers and telephony/UCC.
BPO Print & Dispatch
Shipping lanes solution for production and dispatch of customer documents, as well as central pooling of postage costs.
Financial Group Services
Services for Clientis banks with Treasury & ALM, group consolidation and financial reporting, regulations and audit, MWST settlement and communication.