Powering private banking through a fintech ecosystem.

Document management

We embed Therefore™, a secure document management solution used by 400+ Swiss companies, to streamline client lifecycle workflows in private banking. Therefore™ captures and organises digital and paper content — emails, images, videos — to enhance compliance with KYC, AML, and onboarding requirements. Fully integrated into SpeciVIM, it enables document-flow automation, personalised mail handling, and precise hold-mail management. Certified partner since 2015.

Core banking

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 — for faster time-to-market and lower implementation costs.

Risk & compliance data

Our 2018 partnership integrates Dow Jones Risk & Compliance data into SpeciTec's solutions, enhancing AML, sanctions and anti-bribery compliance. The Dow Jones Watchlist XML Feed provides structured data on sanctions, PEPs and adverse media; access to Factiva enables institutions to identify opportunities, accelerate decisions and manage reputational risk.

Compliance intelligence

Polixis adds advanced compliance intelligence to our platform. By integrating ARDIS — Polixis' AI-powered regulatory data engine — into our solutions, we deliver proactive risk management and automated due diligence with instant identification of UBOs, sanction risks and reputational exposure.

Digital engagement

Unblu enhances how private banks connect with clients. Integrated into SpeciTec's solutions, Unblu provides secure co-browsing, messaging and video conferencing capabilities that bridge the digital gap between advisors and clients — across web, mobile and in-app — while maintaining full compliance.

Client interaction hub

Moxo strengthens our ecosystem with a secure client interaction hub for high-value financial workflows. Embedded into SpeciTec's platforms, Moxo provides branded portals for onboarding, approvals, document collaboration and ongoing client servicing — with built-in automation, reminders and multi-party coordination tools.

Cloud & productivity

As a Microsoft Certified Partner, SpeciTec offers all the latest products and services supported by Microsoft. Our team helps determine which products will accelerate your business, then trains your staff to successfully implement and use them. Trusted, supported, always one step above the industry standard.

Transformation expertise

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.

Business & technology consultancy

Synpulse is a global management consultancy with deep specialisation in private banking and wealth management. Together with SpeciTec, Synpulse pairs end-to-end advisory — from target operating model design to vendor selection and implementation — with our modular credit, CLM and mobile banking platform, so transformation programmes move from PowerPoint to production with measurable outcomes.