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Consulting Services
Shape the future of credit, compliance with a consulting partner who speaks your language.
Consulting Services for Private Banking and Financial IT
SpeciTec offers consulting services designed to solve real challenges in private banking and financial IT. What makes our approach unique is the combination of deep private banking knowledge and technical expertise.
Whether you’re using the SpeciTec platform or seeking independent consulting, we help you:
Streamline operations and increase efficiency
Navigate evolving regulatory demands
Accelerate digital transformation across teams and systems
Our Core Consulting Areas
Regulatory Reporting & Compliance
Document Management Consulting
Design and implementation of compliant, secure, and efficient document handling workflows within banking operations.
Financial Consolidation & Reporting
Streamlined methodologies and tools for multi-entity consolidation, reconciliation, and reporting—adapted to the specific needs of private banks.
Banking Profitability Analysis
In-depth assessment of cost structures, revenue streams, and performance indicators to enhance profitability and operational efficiency.
FX and Options Management Advisory
Support in designing and optimizing foreign exchange and structured product portfolios, aligned with risk and compliance requirements.
Schedule a Free Consultation
We’ll help you explore the best staffing model—permanent, temporary, or project-based—and share relevant candidate profiles from our vetted network.
Our Flexible Consulting Models
Fixed-Scope Projects
Based on clear milestones (ideal for compliance or lending revamp).
Agile Support
Monthly advisory with on-demand expert access (ideal for evolving needs).
Onsite & Remote Blended Teams
Consultants embedded into your delivery or transformation teams.
Why leading Private Banks Choose SpeciTec
With over two decades of experience in wealth and private banking, our consultants speak your language, both technically and operationally.
Exclusive Private Banking Focus
Integrated Teams: Ops, IT, Compliance
Tailored Roadmaps with Milestones
Measurable Outcomes, Clear Accountability
Extend Consulting Impact with Our Private Banking Solutions
Frequently asked questions
What consulting services are available for private banks in Switzerland?
How can a private bank improve profitability through technology?
By leveraging private banking IT consulting, banks can digitize manual processes, reduce compliance costs, and accelerate time-to-revenue through efficient onboarding and real-time credit monitoring. SpeciTec’s platforms and advisory teams deliver measurable ROI by aligning tech with strategy in wealth management.
Why Is SpeciTec the Ideal Consulting Firm for Private Banks?
SpeciTec offers a unique advantage by combining the agility of a fintech software with hands-on consulting services tailored to private banks. This dual expertise enables us to deliver strategic advisory services fully integrated with digital solutions for credit, compliance, and CLM. Private banks benefit from faster implementation, reduced operational risk, and a consulting approach that is deeply rooted in real-world technology.
How can private banks improve reporting and compliance?
With SpeciTec’s regulatory compliance consulting for banking, private banks can automate MiFID II, CRS/FATCA, GoAML and cross-border onboarding rules. Our consulting services improve data quality, reduce regulatory risk, and support audit-readiness, all fully integrated with your core banking and CLM platforms.