FinStory

The FinStories we have delivered.

A selection of projects and the value they delivered.

SwisscantoClearstreamZürcher KantonalbankSwiss LifeUBSSwiss ReZurich InsuranceSwisscantoClearstreamZürcher KantonalbankSwiss LifeUBSSwiss ReZurich Insurance

Swisscanto Fund Management

Fund Data Platform Modernisation

Top 5%

data quality in peer group

1–2 h → 5 min

daily publication

1

central data hub

Replacement and modernisation of the central fund data platform for internal and external data exchange.

Business EngineeringSimCorpopenfundsSAFePython

UBS Fondcenter / Clearstream Fund Centre

Fee Management Solution Redevelopment

faster fee calculation

+$

new clients

auto

payments

Redevelopment of a modern fee management solution for one of the leading European fund distribution platforms — including the transition from UBS to Clearstream after the Deutsche Börse acquisition.

Business AnalysisProduct OwnershipData MigrationData ProcessingRequirements Engineering

Zürcher Kantonalbank

Swisscanto Integration into ZKB

0

production outages

100%

automated factsheets

New

product website

Integration of Swisscanto Asset Management into Zürcher Kantonalbank after the acquisition — including fund migration, new reporting systems, and a new fund product website.

Fund MigrationSimCorp DimensionFactsheetsScrum/KanbanSQL

Zurich Insurance

SaaS and Cloud Platform Migration

15%

cost reduction

100%

disaster recovery

4

European business units

Migration of the core actuarial system, including models and historical data, from on‑premise infrastructure to AWS Cloud.

Vendor ManagementCloud InfrastructureTarget Operating ModelNegotiationsIT Service Agreements

Swiss Life

Xfactory Platform Consolidation

30%

lower admin costs

80%

STP coverage

30x

faster time-to-market

Replacing legacy standalone systems with a standardised eBaotech platform to increase efficiency in product development, policy administration and sales.

Intercultural Team LeadershipTest ManagementTest AutomationPolicy Admin System (PAS) eBaotechAgile Delivery

UBS

Pan‑EU Core Banking Platform Consolidation

80%

mid-/back-office apps impacted

50+

team members in stream

9

booking platforms consolidated

The CETUS project was a central part of UBS’s global strategy to standardise its IT infrastructure in Wealth Management. Its aim was to replace the fragmented system landscape with a single, standardised platform.

Program ManagementCore BankingSecuritiesPlatform consolidationTeam Leadership

Swiss Re / iptiQ

Global B2B2C Life & Health Claims Platform

99%

On‑time service

100

Life & Health products

2x

faster decision

Build a cost‑effective global IT solution for fully digital claims handling and roll-out in APAC, EMEA and the Americas..

Program ManagementInsurance TechnologyClaims ManagementGlobal RolloutChange Management

In-house Developments

FinStory showcase products.

MVP TubeReads

AI

change process

100%

AI engineered

Live

on tubereads.com

Development of an AI-powered YouTube summary service as a working product — built entirely with an AI engineering process, without manually written code.

AI EngineeringClaude CodeAgentic AIProduct DevelopmentFull-Stack MVP

OptionBliss

Δ

neutral portfolio

AI

review

Auto

health-check

Development of a web application for options strategy portfolio management with transaction management, KPI aggregation, valuation, risk monitoring, and AI-powered tactical and strategic recommendations.

Option StrategiesOption GreeksPythonStreamlitSupabase

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