Finovate Demo
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Presenter Profile:

How they describe themselves: DSwiss is based in Zurich. Renowned for its secure digital services, the company’s flagship product is a digital safe for long-term safe-keeping of personal files and passwords. Several retail and private banks offer a white-labelled version of our safe to their clients directly from their e-banking solution. We customise the safes according to the specifications of the individual bank including cutting-edge features such as digital delivery of bank documents, privacy protected full text search and one-to-one collaboration between clients and asset managers. In the B2C field alone, the company has more than 1 million registered users.

How they describe their product/innovation: Together with Deutsche Bank, we will demo innovative one-to-one collaboration features that enable a simple and highly secure exchange of documents and information between bank advisors and their clients. Security and privacy protection are integrated directly in the workflow between advisors and clients. For example a client can easily upload and share documents required for obtaining a mortgage or loan. Advisors can also make forms available to clients, allowing them to move forward with asset management related tasks such as initiating transactions or other workflows requiring structured data.

Product distribution strategy: Through financial institutions, through other fintech companies and platforms

Contacts

Bus. Dev. & Press: Katherina Keller, Marketing Manager, katherina.keller@dswiss.com
Sales: Denise Hochstrasser, Head of Sales, denise.hochstrasser@dswiss.com