Bergos implements Evooq Wealth to enhance investment advice

Digitalization in private banking rarely happens in one move. It happens in phases — each one building on the last, each one closer to what the work actually requires.

Bergos, a Zurich-based independent private bank, had already completed the first phase: a new core banking system. The second phase was about what matters most to clients — the quality of investment advice. For that, they chose Evooq Wealth.

Bergos is built around a philosophy they call "Human Private Banking." The idea is that technology should empower people, not replace them — Advisors and clients alike. That's a harder standard to meet than it sounds. It means the software has to be good enough to disappear into the background, so the Advisor can focus entirely on the person in front of them.

Evooq Wealth gives Bergos' team a system-supported way to generate investment proposals that reflect both the individual client's preferences and risk parameters and the bank's own in-house investment opinion. Those two things have to work together. A proposal that ignores client risk isn't advice. A proposal that ignores the bank's view isn't grounded.

Getting both right, quickly, for every client — that's the problem Evooq Wealth solves.

Read the full announcement →