Customer success

Trusted by leading brands

Featured success stories

PostFinance

PostFinance, one of the largest banking institutions in Switzerland, worked with additiv to enter the digital wealth management market.​

~800,000 clients
onboarded in the first 6 months post go-live

Support of self-service as well as advisor-led investment services.

Execution-only, advisory and discretionary mandates.

ATRAM Wealth 360

ATRAM, the largest independent asset and wealth manager in the Philippines, partnered with additiv to consolidate all client segments onto a single digital platform.

97% growth
in AuM from 2022 to 2023

Customizable advisory tools for individual, corporate and institutional clients.

Winner of IBSi Global FinTech Innovation Awards 2023 for Best Project Implementation.

Commonwealth Bank Indonesia

Commonwealth Bank Indonesia was the first bank in the country to launch a mobile banking application with investment features, CommBank Smart Wealth powered by additiv.

Comprehensive interface enabling customers to directly monitor their total assets.

Manage investment transactions independently, freeing relationship managers and advisors to cater to the ones truly in need.

>25% growth
of Premier Banking clients in the first 12 months post go-live
Zurich Insurance

Zurich Insurance, one of the world’s largest insurance groups, launched investment and retirement offerings to its clients with additiv’s end-to-end wealth-as-a-service platform.

>CHF 40m
in net new assets onboarded in the first 50 days

In-person and remote pension planning for pillar II and 3a.

Fully digitalized and automated end-to-end process and workflows.

A multinational European insurance firm

additiv has worked with a global insurance leader to build a plug & play platform that enables banks to offer complementary insurance solutions embedded into banking products.

Operated through banks who offer the best fitting insurance solutions as complementary offering to mortgages.

Regulated banking operations such as client profiling, proposals, servicing and billing handled by the additiv platform.

bob Finance

Developing a new financial services company for the retailer Valora targeting consumer finance market online and integrated at the POS.

+CHF 1 billion
Initiated mortgage originations per year
+1,500
Mortgage brokerages per year

From distribution, origination, refinancing till servicing on one digital platform.

Business development from business case up to refinancing.

Start building award-winning value propositions.

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