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Comunicato stampa
CMB Monaco è la prima banca ad adottare la piattaforma integrata di wealth management di Avaloq e Aladdin di BlackRock, accelerando così la trasformazione digitale nel private banking internazionale
CMB Monaco, la banca privata con sede a Monaco ha migrato le proprie operazioni sulla piattaforma tecnologica integrata costituita da Avaloq e Aladdin Wealth™. In questo modo CMB Monaco ottimizza l’intera catena del valore della banca nell’ambito del front, middle e back office. Questo importante traguardo segna un passo fondamentale nel percorso di trasformazione digitale di CMB Monaco e rafforza l’efficienza operativa, migliora la qualità del servizio e supporta l’espansione del suo business nell’ambito del private banking internazionale.
Zurigo, 31 marzo 2026 - Rinomata per i suoi servizi di private banking su misura destinati ai clienti di fascia patrimoniale elevata, CMB Monaco ha ora deciso di sfruttare i punti di forza congiunti di Avaloq e Aladdin® di BlackRock con l’obiettivo di trasformare sia la propria operatività sia il coinvolgimento attivo dei clienti. L’onboarding fluido ed efficiente verso la piattaforma tecnologica integrata di Avaloq e Aladdin Wealth™ consente a CMB Monaco di accedere a flussi di lavoro ottimizzati nell’ambito del core banking e del digital banking, nonché della gestione dei clienti e dei portafogli. Questa soluzione combinata fornisce a relationship e investment manager funzionalità complete per la gestione dei portafogli, tra cui proposte di investimento personalizzate, analisi a 360° degli scenari e sofisticate analisi dei rischi, favorendo un maggiore livello di personalizzazione su larga scala, incrementando la produttività dei consulenti e contribuendo a sviluppare relazioni più strette con la clientela.
Le architetture aperte di Avaloq e Aladdin Wealth™ consentono di integrare servizi innovativi offerti da terze parti, garantendo così un elevato livello di flessibilità e una rapida implementazione di nuove offerte. Fornita come Software as a Service (SaaS) basato su cloud, questa soluzione combinata consente a CMB Monaco di concentrarsi sullo sviluppo e sull’eccellenza dei servizi, continuando a garantire al contempo il rispetto delle normative in costante evoluzione.
La migrazione rafforza anche la posizione della banca nell’ambito della sicurezza informatica, grazie all’offerta da parte di Avaloq di meccanismi di protezione avanzati, un’architettura secure-by-design e costanti aggiornamenti finalizzati a tutelare i dati dei clienti e le transazioni. CMB Monaco sfrutta inoltre i processi operativi bancari di Avaloq al fine di snellire i processi di back office, tra cui l’automazione basata sull’IA delle operazioni societarie.
Attualmente, CMB Monaco si affida alle analisi dei rischi di Aladdin Wealth™, in linea con gli standard istituzionali, che consentono di valutare in modo approfondito i portafogli e di realizzare proposte sofisticate in tutte le classi di asset, garantendo così servizi di consulenza di massimo livello. Nell’ambito di questa collaborazione, CMB Monaco è la prima banca europea a implementare la funzione «Auto Commentary», basata sull’IA generativa, all’interno della piattaforma Aladdin Wealth™. Si tratta di una funzionalità in grado di trasformare velocemente complesse analisi dei portafogli e preferenze di investimento a livello di clientela in informazioni rilevanti e concise, supportando così i consulenti nella creazione di narrazioni pertinenti volte a migliorare le relazioni con i clienti grazie a conversazioni più significative e differenziate.
Inoltre, i clienti di CMB Monaco ora hanno accesso a un’esperienza digitale intuitiva grazie alle soluzioni web e di mobile banking offerte da Avaloq, che includono dashboard su misura, una visualizzazione avanzata dei portafogli, avvisi personalizzabili, funzionalità di banking conversazionale e i più recenti standard di autenticazione volti a garantire una maggiore sicurezza.
Francesco Grosoli, CEO di CMB Monaco, dichiara: «La nostra partnership con Avaloq e Aladdin® di BlackRock rappresenta una pietra miliare nell’ambito della nostra trasformazione digitale. Il ricorso alla loro piattaforma integrata ci consente di incrementare la produttività in tutte le nostre attività e di modernizzare i nostri sistemi con l’obiettivo di fornire un’esperienza digitale eccezionale, rivolta in modo particolare a una nuova generazione di investitori.» Olivier Pagès, Chief of Staff & Chief Innovation Officer, aggiunge: «Avaloq e Aladdin® di BlackRock rappresentano molto più che dei semplici fornitori di tecnologie: sono infatti dei partner affidabili che ci consentono di stare al passo con l’evoluzione degli standard normativi e di soddisfare le elevate aspettative dei nostri clienti più esigenti. Insieme, ci impegniamo a offrire alla nostra clientela la migliore esperienza bancaria possibile
Martin Greweldinger, Group Chief Executive Officer di Avaloq, sottolinea: «Il successo del lancio di CMB Monaco rappresenta una pietra miliare sia per il business di Avaloq sia per quello di Aladdin® di BlackRock ed evidenzia la forza della nostra offerta congiunta. Combinando le funzionalità complete di Avaloq con le funzionalità all’avanguardia offerte dalla piattaforma Aladdin Wealth™ nell’ambito della gestione dei portafogli, abbiamo garantito un lancio fluido e lineare in grado di trasformare l’esperienza dei clienti.
Zachary Lerner, responsabile di International Aladdin Wealth Tech, BlackRock, afferma: «Attualmente i gestori patrimoniali vanno oltre il tradizionale portafoglio 60-40, offrendo portafogli personalizzati che coprono asset sia pubblici che privati. Raggiungere questo livello di personalizzazione su larga scala richiede una base tecnologica unificata, che combini analisi più intelligenti, una connettività fluida, priva di interruzioni e flussi di lavoro integrati. Come primo lancio della soluzione combinata di Avaloq e Aladdin Wealth, siamo orgogliosi di fornire la nostra offerta a CMB Monaco, una delle banche private più prestigiose della regione, con l’obiettivo di aiutarla a offrire un’esperienza cliente davvero impeccabile.
Contatti per i media
Jonathan McCammon
Communications Manager
Telefono: +41 58 316 15 09
E-mail: jonathan.mccammon@avaloq.com
Ed Whittaker
BlackRock, Corporate Communications
Telefono: +44 (7881) 217939
E-mail: Edward.Whittaker@blackrock.com
Informazioni su Avaloq
Avaloq è un fornitore premium di software e servizi front-to-back per oltre 170 istituti finanziari a livello mondiale. I nostri clienti includono banche private, gestori patrimoniali e gestori di investimenti, nonché banche retail. Sviluppiamo software implementabili in modo flessibile attraverso Software as a Service (SaaS) basati su cloud oppure on-premise e offriamo servizi di outsourcing nell’ambito delle operazioni bancarie grazie al nostro modello Business Process as a Service (BPaaS). Avaloq è una controllata di NEC Corporation, leader mondiale nell’integrazione delle tecnologie informatiche e di rete. www.avaloq.com
Informazioni su Aladdin Wealth™
Aladdin Wealth™ è la piattaforma tecnologica sviluppata da BlackRock che consente ai gestori patrimoniali di accelerare la crescita in tutti i segmenti di clientela, incrementare l’efficienza e la scalabilità dei consulenti grazie al ricorso a sistemi digitali connessi; inoltre, rafforza le relazioni evidenziando opportunità di business orientate a personalizzare i portafogli dei clienti. In qualità di partner strategico di gestori patrimoniali e banche private, Aladdin Wealth™ combina, nell’ambito di un’unica piattaforma integrata, sofisticate analisi dei rischi e funzionalità complete in termini di gestione dei portafogli.
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Aladdin® is a technology platform used by asset managers and owners including banks, financial institutions, pensions, corporations, insurers, and wealth managers. The Aladdin platform unifies the investment management process, providing a common data language within an organization to enable scale, provide insights, and support business transformation. Through eFront® technology, alternative investment data management is covered to meet the needs of alternative investment professionals worldwide and across all major alternative asset classes. From fundraising, fund administration and reporting to data services and analytics, the platform provides capabilities to support decision making and investment oversight.
Aladdin® and eFront® platforms bring together public and private asset class data to create an industry-recognized whole portfolio solution for investment professionals globally. Find out more at www.blackrock.com/aladdin | request@blackrock.com
This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change at any time without notice. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Performance and risk calculations, including those incorporated into Aladdin technology, are based on assumptions, historical correlations, and other factors (such as inputs provided by the Aladdin users) and are not assured to predict future results. All graphs and screenshots are for illustrative purposes only. BlackRock’s Aladdin platform is a financial technology platform designed for institutional, wholesale, qualified, and professional investor/client use only and is not intended for end investor use. Aladdin users undertake sole responsibility and liability for investment or other decisions related to the technology’s calculations and for compliance with applicable laws and regulations. The technology should not be viewed or construed by any Aladdin users, or their customers or clients, as providing investment advice or investment recommendations to any parties. For additional information on any of the descriptions contained herein, please contact your Aladdin Relationship Management representative. BlackRock may modify or discontinue any functionality or service component described herein at any time without prior advance notice to you.
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In the U.S. and Canada, this material is intended for institutional investors. In the UK, this material is for professional clients (as defined by the Financial Conduct Authority or MiFID Rules) and qualified investors only and should not be relied upon by any other persons. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock. In the EEA, this material is for professional clients, professional investors, qualified clients and qualified investors. For qualified investors in Switzerland: This information is marketing material. This material shall be exclusively made available to, and directed at, qualified investors as defined in Article 10 (3) of the CISA of 23 June 2006, as amended, at the exclusion of qualified investors with an opting-out pursuant to Art. 5 (1) of the Swiss Federal Act on Financial Services ("FinSA"). For information on art. 8 / 9 Financial Services Act (FinSA) and on your client segmentation under art. 4 FinSA, please see the following website: www.blackrock.com/finsa. In Singapore, this is for use only with institutional investors as defined in Section 4A of the Securities and Futures Act, Chapter 289 of Singapore. In the provision of any of the services described herein, neither BlackRock (nor any of its affiliates) will be acting in a capacity as investment adviser or broker-dealer nor will it be performing the functions of an organized market or exchange (and has not been recognized as doing so by the Monetary Authority of Singapore). In Hong Kong, the technology and the material is for distribution to "Professional Investors" (as defined in the Securities and Futures Ordinance (Cap.571 of the laws of Hong Kong) and any rules made under that ordinance.) and should not be relied upon by any other persons or redistributed to retail clients in Hong Kong. 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