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DirectorySocial ServicesNursing HomesGrellingenOepfelbaum AG
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Oepfelbaum AG

Summary

About the company

Oepfelbaum AG is an IT consulting firm for the financial industry that supports Swiss banks and financial institutions in technical and domain aspects of digital transformation. Its services include trading and risk systems, core banking (with a strong focus on Avaloq), digital banking channels, system integration and data engineering.

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Offering

Products & services

Industry:Nursing Homes
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✓ Offered9
CRM / CLM
Client Relationship Management and Client Lifecycle Management for bank customers; market coverage, campaigns, sales funnels, 360-degree customer views as well as onboarding, account changes and netting as end-to-end processes.
Investment Solutions
Investment and retirement advisory, Execution Only and discretionary asset management; including portfolio optimisations, suitability checks, model portfolios, rebalancings and reporting.
Financing
Credit processes for banks; loan application capture, rating and collateral logic, contract and amortisation mapping, and integration into the core banking system.
Open Finance
Strategies, target states and integration architectures for Open Finance; API design, consent models, cloud-based microservices, and connectivity to core banking systems and third-party solutions.
Investment Content Distribution
Personalised, data-driven distribution of investment content; content and campaign steering, CRM integration, governance, and automated, audit-proof distribution.
Reviews

Aggregated rating

Aggregated rating
4.3
of 5

Aggregated from 14 reviews across all connected sources

Sources
GGoogle4.314
★TrustpilotSoon
PProvenExpertSoon

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Location

Rebenweg 3
4203 Grellingen
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-357.920.649
Founded
2023 · 3 years
Last commercial register change
December 4, 2023
Employees
11 to 20

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