Digital Investment Process

We know how to integrate digital tools


Relaxed, unconstrained support for meetings with clients

Data entry with an intelligent pen and handwriting recognition

Carry all the documents with you, always!

Propose solutions right in the meeting

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 center stage and provides support when required.


Marcus Brändle
Tel: +41 44 454 84 84


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