List of Profidata e-AMIS Customer Management Customers
Zurich, 8048,
Switzerland
Since 2010, our global team of researchers has been studying Profidata e-AMIS Customer Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Profidata e-AMIS Customer Management for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Profidata e-AMIS Customer Management for CRM and Investor Relationship Management include: Nwh, a Austria based Banking and Financial Services organisation with 44414 employees and revenues of $10.07 billion, Anderes Finanzberatung Switzerland, a Switzerland based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million, Helvetic Investments, a Singapore based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Profidata e-AMIS Customer Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Profidata e-AMIS Customer Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Anderes Finanzberatung Switzerland | Banking and Financial Services | 10 | $2M | Switzerland | Profidata Group | Profidata e-AMIS Customer Management | CRM and Investor Relationship Management | 2014 | n/a |
In 2014, Anderes Finanzberatung AG implemented Profidata e-AMIS Customer Management. Profidata e-AMIS Customer Management is a CRM and Investor Relationship Management application deployed to streamline investment processes, portfolio analyses and client reporting across the firm's Swiss operations. The deployment concentrated on portfolio management and reporting capabilities, centralizing portfolio data, standardizing reporting templates and enabling investor relationship workflows for advisory activities.
Configuration emphasized portfolio management, reporting automation and client relationship functionality, delivering consolidated portfolio views, scheduled report generation and structured client communications. Operational scope covered advisory and client reporting functions within Switzerland, and the implementation restructured front office reporting workflows to provide a single source of portfolio information for advisers. The firm cites the e-AMIS portfolio management and reporting capabilities as central to faster, more transparent client reporting and more efficient operations.
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Helvetic Investments | Banking and Financial Services | 10 | $1M | Singapore | Profidata Group | Profidata e-AMIS Customer Management | CRM and Investor Relationship Management | 2018 | n/a |
In 2018, Helvetic Investments implemented Profidata e-AMIS Customer Management to support its wealth and family-office investment management operations in Singapore and the broader APAC region. The deployment targeted CRM and Investor Relationship Management use cases with explicit emphasis on reporting and scalable portfolio management, and the full product name Profidata e-AMIS Customer Management is used as the system of record for investor data and portfolio reporting. The implementation was completed quickly and delivered improved reporting capabilities and operational flexibility to support the firm’s growth plans.
Configured capabilities centered on consolidated investor profiles, portfolio consolidation and scalable portfolio management workflows, and enhanced reporting and dashboarding to standardize investor reporting. The operational scope covered client servicing, portfolio management, and operations functions, with process standardization for data capture and reporting cadence introduced to support APAC client coverage. Governance efforts focused on a centralized data model and role based access controls tied to investor servicing workflows, enabling Helvetic Investments to scale reporting and operational processes as growth continued.
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Nwh | Banking and Financial Services | 44414 | $10.1B | Austria | Profidata Group | Profidata e-AMIS Customer Management | CRM and Investor Relationship Management | 2012 | n/a |
In 2012, Raiffeisen's asset-management entities implemented Profidata e-AMIS Customer Management. Profidata e-AMIS Customer Management, a CRM and Investor Relationship Management application, was used to create an automated investment process across affiliated banks in Austria, enabling rapid model-based rebalancing and integrated order generation.
Configuration centered on model-based rebalancing workflows, automated order generation and pre-trade compliance checks as core functional capabilities. The implementation leveraged Profidata e-AMIS Customer Management to support high-volume portfolio rebalancing and to embed compliance gates prior to order creation, while CRM and Investor Relationship Management capabilities were applied to align client records and portfolio models with automated execution workflows.
Integrations routed generated orders into trading workflows and upstream compliance validation to enable end-to-end order creation within the application environment. Governance and rollout focused on operational automation for wealth management activities across Raiffeisen's asset-management units in Austria, with configurations to schedule rebalancing events, enforce pre-trade checks and reduce manual handoffs in investment operations. The deployment supported improved operational automation for Raiffeisen's wealth management activities and high-volume portfolio rebalancing as stated.
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