Contovista AG
Wiesenstrasse 5
CH – 8952 Schlieren
Zürich
When Banking Boosts Business
The Business Finance Manager is the financial cockpit for SMEs and indispensable for the business success of your customers. AI-controlled and data-driven, we enable your business customers to have their cash flows and liquidity planning under control at all times and to focus more on their core business.
Fabian Marti
Head of Digital Solutions at AKB
«Digitization covers all areas of a company and is becoming increasingly important in the financial sector. With Contovista's financial assistants, we therefore offer our private and business customers modern extensions to the AKB portal. The services were immediately received positively by our customers and make digital banking even more personal.»
Fabian Marti
Head of Digital Solutions at AKB
Christoph Wille
Head of Sales Channels and Member of the Executive Board at Valiant Bank AG
«With the Multibanking Service we are responding to the high demand from our business customers for a comprehensive overview of their accounts with Valiant and other banks. In combination with the BFM, we are offering a service which is currently unique in Switzerland, enabling SMEs to easily manage their finances and liquidity across banks. This represents a clear differentiating factor and strengthens our position as a modern SME bank.»
Christoph Wille
Head of Sales Channels and Member of the Executive Board at Valiant Bank AG
Remo Schmidli
Head of Logistics and Member of the Executive Board at Zürcher Kantonalbank
«With the SME Financial Assistant, we can offer our business customers a modern and comprehensive expansion in e-banking. This allows customers to create cash flow analyses directly via e-banking. On the basis of these analyses, we can offer companies tailor-made products as a bank. Together with the company, we find the right solutions for optimal and sustainable financial management.»
Remo Schmidli
Head of Logistics and Member of the Executive Board at Zürcher Kantonalbank
The multibank-capable financial cockpit for your business customers
Simple & clear
Your business customers have access to all important financial information – anytime, anywhere. The BFM enables optimised liquidity planning through data analytics & machine-learning-supported information.
Smart & personal
Important information and suitable recommendations are automatically fed into the BFM at the right time. Relevant content determined by machine learning helps you to intensify customer loyalty and increase cross-selling.
Centralised & Indispensable
Strengthen your position as a main bank with the Multibanking Module and make yourself the central contact point for the liquidity management of your business customers.
You will also gain new advisory approaches as well as insights into all cash flows and third-party bank data for bank analytics.
Safe & Precise
Multibanking provides your business clients with a cross-bank overview of assets, including cash and liquidity management, and offers planning security through precise liquidity forecasts.
Our user-friendly on-boarding for the integration of third-party bank accounts supports the user at every step of the process and saves cost-intensive customer support.
Accurate & intuitive
Our enrichment engine is at the heart of your business customers’ digital banking experience, using AI-powered data refinement to ensure a 98% categorisation rate of all transactions.
In this way, you offer your customers full control over their own finances. Clear, intuitive and comprehensible at all times thanks to semantic search.
AI-supported insights and recommendations
Machine learning and intelligent algorithms provide relevant, personalised, cross-bank content for increased liquidity overview and planning.
Central data enrichment
Our enrichment engine is at the heart of the digital banking experience for your business customers. Using AI-supported data refinement, we ensure a 98 percent categorisation rate for all transactions.