Collaboration

CLOSENESS.

We understand that behind every successful business, there are uber-talented humans with specific needs and expectations, and we work accordingly. Our formula: constant collaboration, common goals and bespoke services adapted to you, your business, and your clients.

Your advantages
The step-by-step to a successful collaboration

Our institutional experts have a clear plan in mind to guarantee that you and your business have the right financial shoulder to lean on: knowledge, accompaniment and thorough analysis, all along. 

1. Understanding your needs

We take the time to get in touch with your motivations, goals and priorities in order to provide you with tailored solutions that meet your specific requirements. Your dedicated Swissquote partner will discuss with you your challenges, opportunities and objectives, aiming to design a service fit to achieve the results you have in mind. 

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2. Due Diligence

Once your needs are clearly defined, we conduct an in-depth research and analysis to ensure that we gain a thorough understanding of your structure, activities and market. We take a holistic approach, using a wide range of tools and techniques to assess the viability of the solution we're proposing. 

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3. Building your custom solution

Using our deep understanding of your needs and the findings from our due diligence process, we work hand in hand with you to build a solution that ticks all the boxes. Our experienced team will help you design a truly bespoke service, shaping it according to your requirements. 

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4. Testing & Integration

Before you go live, we put your solution through rigorous testing to ensure that it delivers perfectly. We make sure that it is properly integrated into your existing systems and workflows and that it operates smoothly alongside your other processes. We also make sure that any necessary changes or upgrades are made, so that you can experience a seamless transition to your new solution. 

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5. Managing Customer Success

Once your solution is live, our team continues to support you with ongoing customer success management. We provide regular check-ins to make sure everything is running fluidly, we use customer feedback and insights to continuously optimise and improve your custom solution, and we are available to provide guidance, training and support whenever you need it. 

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Become a partner

Contact us to start your winning partnership today.