Get Started
Private Banking Platform for Credit, Risk Monitoring and Client Lifecycle Management.

Solutions   >   Private Banking

Private Banking Software Solutions

Smart, Scalable Platforms Supporting Private Banks Across Every Stage of the Credit and Client Lifecycle.

Request a demo
Talk to an Expert

One Platform. Multiple Capabilities. Immediate Impact.

Built for private banking. Trusted across Europe. SpeciTec™ modular platforms delivers end-to-end coverage for modern private banking operations. Choose the modules you need, and scale as you grow.

Whether you’re focused on lending, client onboarding, risk controls, or digital engagement, our platform connects every function with real-time data and seamless workflows.

Shaped by operational realities

Fast Integration

Scalable for Future Needs

Our Private Banking Solutions

Empowering your teams to drive operational excellence and deliver sustained success with solutions built for immediate impact.
Credit Risk Monitoring and Application

Credit, Risk Monitoring and Application

Streamline credit workflows for Lombard, mortgage, crypto, and illiquid assets. Automate decisions, reduce risk, and gain real-time visibility across your lending book.

Real-time risk monitoring and simulation tools

Basel III-aligned exposure calculations

Credit application workflows

FX, blotter & margining tools

Advanced stress testing capabilities

Automated Margin Call Management

Advanced Reporting and Analytics

On-premise AI analysis capabilities

Explore Credit Solutions
Compliance & Client Lifecycle Management

Compliance & Client Lifecycle Management (CLM)

Accelerate digital onboarding and stay fully compliant with cross-border KYC, AML, and regulatory frameworks — all from a secure, AI-enabled platform.

Digital KYC/KYT with rule-based scoring

AML engine with blacklist screening

MiFID II, LSFin, CRS/FATCA, GoAML (SAR) ready

Business trip controls (cross-border)

Seamless SRD II support

Client opening documentation generation

On-premise AI structuration

Explore Compliance Solutions

Mobile Banking

Differentiate your client experience and keep HNWIs connected with intuitive, always-on mobile tools.

Secure real-time chat/video/call and advisory communication

Dynamic portfolio & cash flow views

Transfers, orders, and authorizations

E-signature & biometric authentication

Alerts, insights & self-service tools

24/7 availability

Real time capability

Discover E-Banking Solutions

What Makes Us Different

At SpeciTec, we put people first: empowering your teams to drive operational excellence and deliver sustained success with solutions built for immediate impact.

Deep Domain Expertise

Specialists in Lombard credit, client lifecycle compliance, and private banking operations.

Plug & Play Integration

Our platforms deliver immediate value — no complex builds, no hidden surprises.

Operational Clarity

From front office to back, SpeciTec provides visibility, control, and actionable insights.

Client-Driven Evolution

Every feature, every release is shaped by real-world client feedback.

Innovative Smart Technology

Our AI powered technology evolves with your needs, keeping you ahead of regulation, not behind it.

Seamless Software Integration for Private Banks

SpeciTec’s modular platform is designed for effortless integration with your private bank’s existing IT and core banking ecosystem — whether you’re using Avaloq, AZQORE, OLYMPIC, FNZ, G2, Temenos, Finnova, or a custom in-house core banking system. With a robust open API architecture, our solutions integrate seamlessly with your CRM, KYC, compliance, and credit infrastructure, enabling real-time data exchange and rapid deployment. We ensure fast, secure interoperability across both legacy and next-generation platforms, so your teams can focus on operational efficiency, not technical complexity.
Discover full list of integrations

The Trusted Choice for Private Banks

Chosen by top-tier private banks seeking performance and excellence in every transaction.
Hyposwiss Private Bank logo, SpeciTec client
Habib Bank AG Zurich logo, SpeciTec client
EFG International logo, SpeciTec client
CBH logo, SpeciTec client
Citi logo, international client of SpeciTec
CIM Banque logo, SpeciTec client
Banque Internationale à Luxembourg (BIL) logo, client of SpeciTec
Banque Eric Sturdza logo, SpeciTec client
BNP Paribas logo, client of SpeciTec
Banque Cantonale Vaudoise (BCV) logo, SpeciTec client
Intesa Sanpaolo logo, client of SpeciTec
Union Bancaire Privée (UBP) logo, client of SpeciTec
Itaú logo, SpeciTec client
Mbaer Bank logo, SpeciTec client
One Swiss Bank logo, client of SpeciTec
Piguet Galland logo, SpeciTec client
REYL logo, Swiss private bank and client of SpeciTec
Arab Bank logo, client of SpeciTec
Bank Audi Private Bank logo, SpeciTec client
Banque Cantonale de Genève (BCGE) logo, SpeciTec client

What They Say About Us

They know how we work.

Walter G.
Head Credit Dept. / Vice President

SpeciCred was introduced at our bank to enhance Lombard credit facilities monitoring. We are satisfied with the product’s abilities, especially with the company’s professional support at all times.

Dominique H.
Responsable Service Client

Nous travaillons en production depuis plusieurs mois sur SpeciCRM et sommes globalement très satisfaits de ce nouvel outil. Je vous remercie encore toutes et tous pour votre engagement sur ce projet.

Confidential
CEO – Private Bank

SpeciVIM is used by all our RMs, compliance officer, central file and management. We use this nice software since several years. It’s a very important tool for us.

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.

What is the best private banking software for managing compliance and client lifecycles?
The best private banking software integrates compliance tools, client lifecycle management (CLM), and Lombard credit capabilities into a unified platform. Solutions like SpeciTec’s modular suite offer ready-to-use platforms for private banks, combining AML and KYC compliance software, digital onboarding, and regulatory frameworks like MiFID II, LSFin, and FATCA — all within a single system built for operational efficiency and fast deployment.
Lombard credit software gives private banks advanced tools to manage secured lending, monitor collateral in real time, and comply with regulatory frameworks like Basel III. With features like AI-powered risk monitoring tools, stress tests, and real-time valuation tracking, Lombard credit management software for private banks improves decision-making and reduces operational risk — especially in high-value lending environments.
A modern mobile banking platform allows private banks to deliver a premium, real-time experience to high-net-worth clients. With features like secure chat, cash flow visualization, e-signatures, and mobile access to portfolios and transfers, a mobile app for private banking clients enhances engagement and builds long-term trust. Integration with back-office systems ensures data consistency and security.
Plug-and-play banking software dramatically reduces implementation time and complexity. For private banks managing CLM, KYC, AML, and onboarding workflows, ready-to-use platforms like SpeciTec’s deliver immediate value. These client lifecycle management (CLM) solutions for wealth management are built for scalability and full compliance, making them ideal for institutions seeking agility and growth.

Your Journey to Operational Excellence Starts Here

Request a demo
Talk to a Specialist