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Metropol Partners AG Deploys SunGard’s Client Information Management Solution to Help Drive Service Excellence

Metropol Partners AG, an external asset management company based in Zurich, has implemented the Ambit Client Information Management solution (Ambit CIM) from SunGard’s private banking suite. Deployed in just five months, Ambit CIM helps Metropol streamline critical business processes including client onboarding and profiling, compliance, CRM, marketing, archiving and distribution to help save time and reduce costs

With Ambit CIM, Metropol has one central system to support and facilitate these mission critical business processes. This helps to centralize client information for a more accurate, consolidated picture of each portfolio to aid service personalization and excellence. Process centralization also helps Metropol to streamline operations and enhance efficiency and visibility, as well as reduce risk and cost. The solution provides Metropol with a secure environment to help safeguard confidential client information, with data always encoded and restricted access for authorized personnel only.

“We are lucky in having employees with a high degree of expertise in the area of client data and information management. The strong industry reputation of Ambit CIM, which has been expressed through our own employees, was a key factor in our decision to work with SunGard. Ambit CIM is helping us to minimize operational risks and increase efficiency of various processes. Our consultants and relationship managers highly value the 360-degree-view of customer information that the solution provides, which enhances our ability to provide good customer service. The excellent cost-performance-ratio further supported our decision in favor of SunGard.”

--Anthony Cagiati, CEO of Metropol Partners AG.
“Increasing regulation and growing client demands require sophisticated solutions which help provide financial institutions with a comprehensive, structured view of all relevant data and information. The rapid deployment of Ambit CIM at Metropol showcases the solution’s ease of integration with multi-system environments to aid evolving client service and compliance requirements. We will continue to develop the solution to ensure it provides ongoing support and ease of use across the spectrum of our clients.”
--Daniel Bardini, chief operating officer, SunGard's private banking business

About Metropol Partners AG
With assets amounting to more than four billion Swiss Francs and 35 employees, Metropol Partners counts among the biggest independent asset managers in Switzerland.

About SunGard Financial Systems
SunGard Financial Systems provides mission-critical software and IT services to institutions in virtually every segment of the financial services industry. The primary purpose of these systems is to automate the many detailed processes associated with trading, managing investment portfolios and accounting for investment assets. These solutions address the processing requirements of a broad range of users within financial services, including asset managers, traders, custodians, compliance officers, treasurers, insurers, risk managers, hedge fund managers, plan administrators and clearing agents. In addition, we also provide professional services that focus on application implementation and integration of these solutions and on custom software development.

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