Investment Process

For process Know How, regulatory expertise and personal investment advice for clients, ours is the address you need.


Advisory meetings

Personal investment advice is central to private banking. We know how to integrate digital tools.

Process know how

We take all the steps from start to finish: business analysis, investment proposal, implementation, monitoring and reporting. With us you are on track.


Would you like to automate regulatory requirements? We bring experience in MiFID suitability, anti money laundering law. Distribution rules and cross border regulations.


Are you redesigning your investment process? Are you applying regulatory requirements such as Fidleg? We draw on our experience from numerous banking projects and from implementing our own software for advisory meetings.


Revision of the invest Process for a large Private bank

Overall revision of process

Future oriented software development



The bank revised their investment process completely. The following contents were analysed and redesigned: client experience, product offering including the product shelf, investment strategy, investment proposal, various client and RM reports, MiFID and monitoring. Targets for the coming years were defined. bmpi played a prominent role in the project team. Among other things we were in charge of the web prototype visualizing the targets.



Relaxed, unconstrained support for meetings with clients

Extendable and configurable

For individual application or integrated solution

Suitable for all regulatory issues

bankNotes is a tablet solution based on Windows10. It supports investment advisory services. Being designed to meet the needs of advisors and clients, bankNotes allows relaxed, unconstrained meetings, keeps in the sidelines when people take centre stage and provides support when required.


Adrian Niederhauser
Tel: +41 44 454 84 84


back to top