First Rate Promoting US Wealth Tech Services to Swiss Banks, Wealth Managers & Family Offices

In this video, Grayson Greer, Managing Director of Global at First Rate, and Suriya Okumura, Partner at First Rate, discuss the company's mission, history, and wealth tech solutions. Founded in 1991, First Rate has been a pioneer in providing performance and reporting tools for private banks, family offices, and wealth managers. They highlight their commitment to enhancing client engagement, refining data strategies, and fostering long-term partnerships with other firms. The conversation covers their value-driven pricing model, the integration of AI and machine learning into reporting, and their emphasis on data confidentiality. They also discuss First Rate's unique ownership structure, offering stability and a long-term vision. Additionally, they introduce "atomic projects," short engagements designed to evaluate First Rate's suitability for firms. This discussion provides a deep dive into First Rate's offerings and its focus on serving clients in Switzerland, Europe, and the Middle East. 00:00 Interview with First Rate 00:07 Introduction 00:10 What firms or contacts are you trying to reach in Switzerland? 00:10 Why is First Rate the best-kept secret, not only in Switzerland but in Europe aswell? 00:11 What kind of intermediaries do you interact with from London? 00:12 How do you help your clients go through that process? 00:13 Can you tell us about your fees? 00:14 How is AI impacting the wealth tech industry? 00:18 How do you ensure data privacy and confidentiality when working with third parties? 00:20 How does First Rate differentiate itself from competitors? 00:21 What future developments will interest the private wealth community? ▶ FOLLOW US HERE INSTAGRAM: https://www.instagram.com/pcdclub/ TIKTOK: https://www.tiktok.com/@pcd.club FACEBOOK: https://www.facebook.com/ClubPCD/ LINKEDIN: https://www.linkedin.com/showcase/hnw-advisor/ TWITTER: https://twitter.com/clubpcd/