For banksYour clients keep most of their wealth elsewhere. See all of it.
Swimbird gives your private bankers one reconciled view of each client’s wealth, across every bank, legal entity and asset class, so they can advise on all of it and earn more of it.
- Your bankEUR 45m
- Other banksNot visible to youEUR 50m
- Private investmentsNot visible to youEUR 45m
- What the client owns
- ?EUR 140m
- Your share
- 32%
What your advisors see with Swimbird
SWIP shows your advisor each client’s whole wealth: what they hold with you, beside everything held elsewhere, checked against each bank’s own report every day.
The whole client in one picture
What they hold with you, at other banks and in the companies they own, every legal entity side by side.
The assets your systems miss
Private equity, private funds, real estate and art, with commitments, drawdowns, distributions and valuations, beside everything listed.
Ready for every client meeting
Walk in knowing the client’s whole picture: what has changed, what drove the return and the cash ahead, with the report ready to hand over.
Your clients see it too
The same picture in your clients’ hands, under your bank’s brand.
Why banks are acting now
Open finance is already here
With your client’s consent, the other banks they use share their data with you through Swimbird, without waiting for regulation.
Clients expect one view of their wealth
The bank that shows it is the bank they bring the rest to.
AI is reaching every advisor’s desk
On scattered data it gives confident wrong answers. The banks that fix their data first pull ahead.
NEST The data foundation behind every advisor’s view
NEST is the data foundation under SWIP. Every morning it collects each client’s positions from every bank and custodian, reconciles them and keeps them ready for your advisors and your own systems.
This morning’s check
Today, 07:00
4 sources, 380 positions, 1 difference to look at
- All match
Bank A
File received 06:12 · 214 positions
- All match
Bank B
File received 06:18 · 96 positions
- 1 difference
Custodian C
File received 06:24 · 58 positions
Cash differs by EUR 1,240: yesterday’s dividend is not in the file yet.
- Up to date
Private assets
Valuations registered by date · 12 positions
Reconciled 06:40, ready in SWIP and your own systems
Every bank, every asset
Listed securities, funds, private equity and real estate from all the banks and custodians your clients use, in one structured model.
Differences shown, not hidden
When a bank’s file and the positions do not match, NEST says where and why, so your team fixes it before a client sees it.
The same data everywhere
The reconciled data reaches SWIP, your data platform and the AI your bank approves, so every figure agrees.
What each team gets
Advisors and private bankers
The whole client, and time to spend with them.
- Each client’s whole wealth in one view, listed and private, updated every morning.
- Performance explained: what drove the return, set against the benchmark you choose.
- Reports built once and ready every period, so every meeting starts prepared.
Leadership and risk
Client data you couldn’t reach before, and a provider your bank can approve.
- Data that was stuck in separate systems and formats, now in one place: SWIP or your own data platform.
- ISO/IEC 27001 certified and hosted in the EU/EEA, with the documents your procurement team needs.
- A full audit trail from each bank’s own report to every figure you show.
Operations and IT
Data you can trace, delivered where you need it.
- Connections agreed with each bank, over SFTP, EBICS or API. No screen scraping and no shared logins.
- The reconciled data reaches your own data platform by API, as well as SWIP.
- Swimbird works beside your core banking system. Nothing in it is replaced.
Questions banks ask
The short answers. We are happy to go through the long ones with you.
Do we have to replace our core banking system?
No. Swimbird works beside it. It takes in data from your own systems and from the other banks your clients use, and hands the reconciled result to SWIP and to your own systems.
How does data from other banks reach Swimbird?
Through connections agreed with each bank, over SFTP, EBICS or API, once your client has authorised the bank to share it. No screen scraping and no shared logins.
How NEST worksCan the data reach our own data platform?
Yes. APIs deliver the reconciled positions and transactions, and measures such as performance and allocation, to your data platform. Your teams work from the same figures as your advisors.
Which AI can our people use?
Swimbird works with the AI your organisation already uses or has approved, including models that run inside your own environment. The AI works within each user’s existing permissions and access, with figures calculated by Swimbird rather than by the model, and an audit trail of every request. AI is optional, and Swimbird works fully without it.
AI on your dataWhat can our procurement team review?
Our ISO/IEC 27001 certificate, the data processing agreement, the sub-processor list, a penetration test summary and more, on request. We also support the exit, audit and continuity terms banks need for their outsourcing assessment.
The procurement packSee the whole picture of a client
In a walkthrough we show SWIP on an illustrative client and answer your team’s questions. Nothing confidential is needed to start.
