Financing Process

Would you like to digitalize your financing advisory service?
Would you like to make it easier for your advisors and to advise your clients more comprehensively? If so, we might have the solution you need.


Process Know How

From performing financing transactions efficiently to support the best possible way. We have the expertise and the necessary software.

Scientific knowledge

We are at the forefront of science. Make us test your advisory process so that we can help you (to) incorporate the relevant up to date scientific findings.

Advisory services come in various guises

We optimize your advisory approach (by) using digital tools.



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 financing 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


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