Insights That Drive Secure Communication Forward
Explore expert articles, industry trends, and in-depth resources on privacy, security, and formal communication solutions.
Why FinIA Made Your KYC/Onboarding Costs Skyrocket, and How to Cut Them by 80 %?
FinIA transformed onboarding into a regulated cost centre. FINMA authorisation and ongoing prudential supervision mean onboarding now creates cost and regulatory exposure before any AUM is booked.
.png)
How Independent EAMs Reduce KYC Friction without Breaking Compliance of FinIA
Independent External Asset Managers (EAMs) in Switzerland face a structural onboarding problem: KYC processes that are formally compliant but operationally expensive, slow, and fragile under audit. This article examines whether that problem truly exists, where the cost and risk accumulate before any AUM is onboarded, and why many EAMs are quietly searching for a more “client-portal-like” onboarding experience, without lowering compliance standards under FinIA
.png)
Photocopying Passports for Client Onboarding Should Be Replaced With Instant Secure Methods
Photocopy-based client onboarding quietly exposes Swiss External Asset Managers, trustees, and portfolio managers to avoidable operational cost, audit weaknesses, and data-protection risk before any AUM is onboarded.
It's 2026, Sending a PDF is Obsolete: It's time for 'Vault Delivery', and Ultra Secure Messaging.
This article evaluates whether Swiss EAMs face a genuine delivery-layer problem and why a private-banking-grade vault model is increasingly the baseline for risk mitigation, not a premium add-on.
