Insights That Drive Secure Communication Forward
Explore expert articles, industry trends, and in-depth resources on privacy, security, and formal communication solutions.
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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
It's 2026, Sending a PDF is Obsolete: It's time for 'Vault Delivery', and Ultra Secure Messaging.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.
Your Clients Have a 'Secure Vault' for Their UBS Accounts. Why Do They Still Need a ZIP Password for Yours?
Most independent EAMs have solved onboarding compliance. KYC is done. AML is documented. Custody is solid. But post-onboarding communication is still a blind spot.
