A major benefit of working with CPQi is gaining access to several of the top platforms within the industry. We are partnered with many major financial platforms, including Salesforce, Murex, and Moody’s CreditLens.
Our team has performed over 25 platform implementations for major banking clients, providing top-quality reliability and thoroughness.
During your initial consultation, we will examine your legacy systems and help you decide on a platform that best suits your existing digital infrastructure and needs.
Introducing new technologies and digital systems into a private bank’s infrastructure is not without risk – and with those risks comes new compliance considerations.
When you choose CPQi for your private banking technology needs, you can rest assured knowing our teams are financial experts. We understand the many complexities of ever-evolving regulations and work to create systems that update automatically.
Maintaining good standing in terms of regulatory compliance is a necessity for any financial institution. With CPQi, your regulatory needs are always at the forefront of our strategies and methods.