Featured success stories
PostFinance
PostFinance, one of the largest banking institutions in Switzerland, worked with additiv to enter the digital wealth management market.
Hybrid wealth management
Support of self-service as well as advisor-led investment services.
Comprehensive product offering
Execution-only, advisory and discretionary mandates.
ATRAM Wealth 360
ATRAM, the largest independent asset and wealth manager in the Philippines, partnered with additiv to consolidate all client segments onto a single digital platform.
Advisory-led digital wealth offering
Customizable advisory tools for individual, corporate and institutional clients.
Award-winning
Winner of IBSi Global FinTech Innovation Awards 2023 for Best Project Implementation.
Commonwealth Bank Indonesia
Commonwealth Bank Indonesia was the first bank in the country to launch a mobile banking application with investment features, CommBank Smart Wealth powered by additiv.
360° view of investments
Comprehensive interface enabling customers to directly monitor their total assets.
Self-service with on demand assistance
Manage investment transactions independently, freeing relationship managers and advisors to cater to the ones truly in need.
Zurich Insurance
Zurich Insurance, one of the world’s largest insurance groups, launched investment and retirement offerings to its clients with additiv’s end-to-end wealth-as-a-service platform.
Pension planning services
In-person and remote pension planning for pillar II and 3a.
Operational efficiency
Fully digitalized and automated end-to-end process and workflows.
SwissFEX
SwissFEX worked with additiv to launch a mortgage origination platform, with a fully digitized process for brokers.
Comprehensive marketplace
More than 50 financing partners including all relevant mortgage banks are integrated as lenders.
Simplified, fully digital origination
Streamlined the origination journey, reducing the processing effort for the advisors to focus on value add advisory.
bob Finance
Developing a new financial services company for the retailer Valora targeting consumer finance market online and integrated at the POS.
End-to-end digital lending
From distribution, origination, refinancing till servicing on one digital platform.
Comprehensive business consulting
Business development from business case up to refinancing.
A multinational European insurance firm
additiv has worked with a global insurance leader to build a plug & play platform that enables banks to offer complementary insurance solutions embedded into banking products.
Complementary insurance to mortgages
Operated through banks who offer the best fitting insurance solutions as complementary offering to mortgages.
Quality and operations overseen by banks
Regulated banking operations such as client profiling, proposals, servicing and billing handled by the additiv platform.