Expertise > Ecosystem
Powering Private Banking Through a Fintech Ecosystem
We believe the right alliances fuel success. By partnering with trusted technology providers, we deliver smarter, scalable solutions to wealth and private banks.
Our Ecosystem of Technology Leaders in Private Banking
Our commitment to innovation is amplified by our technology alliances. Each partner brings unique strengths—from enterprise software and compliance solutions to core banking platforms and cloud infrastructure. Together, we empower financial institutions to streamline operations, ensure compliance, and accelerate digital transformation.
Therefore™
SpeciTec integrates Therefore™, a secure document management solution used by over 400 Swiss companies, to optimize client lifecycle processes in private banking. Therefore™ captures and organizes digital and paper content—emails, images, videos—to streamline workflows and enhance compliance with KYC, AML, and onboarding requirements. Fully embedded into SpeciVIM, it enables automation of document flows, personalized mail handling, and precise hold-mail management. As a certified partner since 2015, SpeciTec ensures seamless implementation and support empowering our clients to operate with agility and confidence.
Temenos
Since joining the Temenos Exchange in 2022, SpeciTec delivers pre-integrated fintech solutions like SpeciCRED, purpose-built for private banks. Embedded into Temenos’ core banking system, SpeciCRED streamlines Lombard lending with real-time eligibility checks, pledge allocation, stress testing, and exception handling. Banks benefit from faster time-to-market, lower implementation costs, and enhanced compliance. This partnership empowers our clients to digitize credit processes end-to-end, ensuring efficient, secure, and client-centric lending operations aligned with the evolving demands of the wealth management industry.
Dow Jones
SpeciTec’s 2018 partnership with Dow Jones integrates Dow Jones Risk & Compliance data into SpeciTec’s solutions, enhancing financial institutions’ capabilities in managing AML, sanctions, and anti-bribery compliance. The integration features the Dow Jones Watchlist XML Feed, providing structured data on sanctions, PEPs, and adverse media to support due diligence and regulatory requirements. Additionally, access to Factiva’s global news and analytics platform enables institutions to identify opportunities, accelerate decision-making, and manage reputational risk. This collaboration empowers our clients to navigate complex regulatory landscapes with agility and confidence, ensuring efficient, compliant, and client-centric operations.
Polixis
As part of our trusted ecosystem, Polixis adds advanced compliance intelligence to our platform. By integrating ARDIS—Polixis’ AI-powered regulatory data engine—into our platforms, we deliver proactive risk management and automated due diligence. This integration supports instant identification of UBOs, sanction risks, and reputational exposure, enabling private banks to operate with foresight and precision.
Unblu
As a key member of our digital engagement ecosystem, Unblu enhances how private banks connect and collaborate with clients. Integrated within SpeciTec’s solutions, Unblu provides secure co-browsing, messaging, and video conferencing capabilities that bridge the digital gap between advisors and clients. Its conversational platform supports personalized, real-time client interactions across all channels—web, mobile, and in-app—ensuring seamless service delivery while maintaining full compliance with financial regulations. This partnership empowers institutions to deliver high-touch advisory experiences digitally, increasing client satisfaction and operational efficiency.
Moxo
Moxo strengthens our ecosystem with a secure client interaction hub tailored for high-value financial workflows. Embedded into SpeciTec’s platforms, Moxo provides private banks with branded portals for managing onboarding, approvals, document collaboration, and ongoing client servicing—all in a secure, audit-ready environment. With built-in automation, reminders, and multi-party coordination tools, Moxo enables banks to deliver a white-glove experience with minimal operational friction. This alliance supports private banks in elevating client engagement while ensuring data security and regulatory compliance across every interaction.
Microsoft
As a Microsoft Certified Partner, SpeciTec offers all the latest products and services supported by Microsoft. Our team will help determine which products will help to grow your business and then train your staff to successfully implement and utilize them. At SpeciTec we stay a level above the industry standard so you never have to worry about updates and you can always depend on support from our team of highly knowledgeable IT specialists.
Alpha FMC
Alpha FMC brings industry-leading transformation expertise that helps private banks accelerate change and achieve measurable results. In partnership with SpeciTec, this capability is paired with a modern technological foundation designed to streamline credit operations, strengthen risk management, and enhance the client lifecycle. SpeciTec delivers seamless API integration and end-to-end digital workflows, while Alpha FMC ensures the organisational alignment and operational excellence needed for lasting impact. Together, we help financial institutions navigate regulatory demands, modernise their operating models, and unlock new opportunities for sustainable growth in an increasingly competitive private banking landscape.
Frequently asked questions
Explore our FAQs to find clear answers to the most common topics. Still need help? Don’t hesitate to contact us — we’re here to support you.
How does the SpeciTec ecosystem benefit private banks and wealth managers?
The SpeciTec ecosystem combines best-in-class fintech tools—ranging from core banking integration to document automation and digital compliance solutions. This enables private banks to streamline client onboarding, accelerate credit processes, and ensure full regulatory compliance across jurisdictions, all within a secure, scalable software environment.
Which technology providers are included in the SpeciTec fintech ecosystem?
SpeciTec’s ecosystem includes global technology leaders such as Microsoft (cloud infrastructure), Temenos (core banking), Dow Jones (risk and compliance data), ERI Bancaire (OLYMPIC Banking System), Therefore™ (document management), and Polixis (automated due diligence and UBO discovery). Each integration is designed to deliver tangible value in the context of wealth management operations.
What makes SpeciTec’s partner ecosystem unique in the fintech space?
Unlike fragmented vendor approaches, SpeciTec offers a unified ecosystem purpose-built for private banks. Our seamless integrations reduce deployment time, eliminate silos, and ensure every function—from KYC to credit monitoring—is interconnected. This positions SpeciTec as a leader in modular, compliance-ready digital transformation for the wealth management sector.
Can SpeciTec adapt its technology ecosystem to specific banking needs?
Yes. SpeciTec delivers flexible, configurable integrations for each client. Whether you’re optimizing credit workflows with SpeciCRED or enhancing onboarding with SpeciVIM, our technology stack can be tailored to your architecture, compliance rules, and operational priorities.