“We have used SmartNotes for our annual report and were thus able to optimise the efficiency and transparency of the reporting process. The high degree of automation, the excellent functionality of the number management and the CD-compliant implementation with the layout robot convinced us. The decisive factor for us was that we could create the reports ready for printing completely in Word and Excel. The correction effort was massively reduced and the media break to a graphic programme such as InDesign was avoided.ˮ
Innovative reporting, efficient processes with SmartNotes.
Task
Swissquote shines with new-look reporting. Reporting is rooted in its new corporate strategy, systematically geared to online channels, with print added to meet the specific needs of selected audiences. A competition with prizes and links to social media round off the innovative new platform. On a one-stop basis Linkgroup develops the concept, design and content and takes charge of cross-media production and the deployment of SmartNotes.
SmartNotes is a disclosure management system and publishing platform rolled into one. From the first data import through to the final version, users work in the familiar MS Office environment. Finally a layout robot produces a fully designed PDF from the Office templates. The software is also established at EFG, Geberit, Meyer Burger, Swatch, Swiss Re and more than 200 further customers.
Client
Swissquote Group Holding AG is a Swiss financial services company specialising in online trading based in Gland, Canton Vaud. The group employs more than 600 people, and with 309,000-plus customers and over CHF 24 billion in customer assets the pure online bank leads this segment of the market in Switzerland. Swissquote is known for its innovation, from robo-advisory (artificial intelligence) and portfolio optimisation to trading in cryptocurrencies.
Special features
Focus topic: customer experience. Value added: stories, competition with the chance to win a prize, digital short report, interactive comparison of figures. Linked to social media. SmartNotes: data flow from upstream and consolidation systems, data remains in house for highest level of security. Print-ready PDFs with layout robot.
Online report
More information
Anna-Pia Link
Head of UX/UI design
T +41 44 268 12 35
anna-pia.link@linkgroup.ch
Othmar Krienbühl
Partner
T +41 44 268 12 62
M +41 79 430 11 91
othmar.krienbuehl@linkgroup.ch
