Addressing the Challenges of the Swiss Financial Services Market

Profile Software is convening industry leaders in Switzerland to address the evolving intersection of crowdfunding, wealth management, and mobile technology. As the Swiss financial sector faces new regulatory frameworks like LSFin and LEFin, the event provides a critical forum for investment firms to align technological adoption with compliance and shifting client expectations.

What was announced

Profile Software is hosting its annual financial services meeting in Switzerland, focusing on the integration of crowdfunding, investment management, and mobile technologies within the local marketplace. The event is structured into three distinct sessions designed to address the specific challenges facing Independent Asset Managers (IAMs) and private banks. A primary focus of the gathering is the evolving regulatory landscape, specifically the impact of the new LSFin and LEFin frameworks on the Swiss financial market.

The agenda features a range of industry experts, including Oliver Gajda, Chairman of the European Crowdfunding Network, and Julien Pache, Managing Partner and COO at Investiere, who will discuss the crowdinvesting marketplace and alternative finance concerns. Stéphanie Hodara El Bez, Partner at Altenburger LTD legal + tax, will provide the regulatory perspective on the new Swiss legal frameworks. Technical insights will be provided by Steffen Binder, Co-founder and Research Director of MyPrivateBanking Research, on the "mobile revolution" in wealth management, and Eric Pascal, Director of Innovation and Mobility at AiM Services, on security and ISO 270001 compliance.

Profile’s own leadership will also contribute to the sessions. Nikos Zorbas, Business Unit Manager at PROFILE Software, will provide an exclusive preview of cloud services specifically designed for IAMs, while Ioannis Mallios, Solutions Manager at PROFILE Software, will present research on crowdfunding practices in other countries. The event, moderated by Christian Marchand, Administrator at PROFILE Software Suisse, runs from 13:30 to 19:00 and includes a networking reception.

The companies involved

Profile is an international software provider that has been operating since 1990, delivering technology solutions tailored for the banking and investment management industries. The firm maintains a global footprint with offices in major financial hubs including Geneva, London, Dubai, Singapore, Athens, and Nicosia. Over the last two decades, the organization has expanded its market reach through a combination of strategic alliances and targeted acquisitions.

In addition to its core financial services offerings, Profile operates a dedicated division focused on enterprise-wide solutions for both the public and private sectors, handling large-scale integration projects. The company positions itself as a provider of state-of-the-art, industry-specific software designed to help financial institutions meet evolving market requirements and improve client engagement. Its Swiss operations are central to its European strategy, particularly in serving the Independent Asset Manager and private banking sectors that define the local financial landscape.

What this means

The Swiss financial sector is at a crossroads where traditional private banking must reconcile with the transparency and accessibility of the "mobile revolution." The inclusion of crowdfunding experts alongside wealth management researchers suggests that alternative finance is no longer a peripheral concern but a legitimate partner for established investment firms. The pressure is mounting on Independent Asset Managers to solve the "security versus mobility" paradox, especially as LSFin and LEFin mandates stricter compliance. This meeting highlights a broader industry shift: technology is no longer just a back-office utility in Switzerland, but a front-office necessity for maintaining client engagement in a regulated, digital-first environment.