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Bank Julius Bär automate with integrio the administration and control of contract management

The introduction of integrio allows Bank Julius Baer to automate the administration and control of contract management. The processes of updating master data and conditions relating to inducement management is also being largely automated. Fund providers deliver master data and conditions on a regular basis to the provider management department at Bank Julius Baer using structured templates that are delivered electronically and automatically processed. The updated master data and conditions are imported into integrio, and subjected to plausibility tests prior to being automatically imported into the fees management platform calculo.

Tobias Weidmann, Head of Inducement Management, talks about the introduction of integrio for Provider Management.